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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 | $317,435 | $176,077+80.3% | $159,455+99.1% | $167,518+89.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.88% | 331.83%-317.0pp | 263.63%-248.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,560 | $7,751-79.9% | $7,353-78.8% | $6,342-75.4% |
| Admin fee / account holder | $1,518 | $12,556-87.9% | $10,800-85.9% | $12,312-87.7% |