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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,246 | $172,111+230.7% | $150,298+278.7% | $137,256+314.7% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 14.83% | 69.37%-54.5pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,457 | $6,166-76.4% | $5,453-73.3% | $6,407-77.3% |
| Admin fee / account holder | $14,686 | $16,471-10.8% | $14,116+4.0% | $12,270+19.7% |