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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 | $257,905 | $165,361+56.0% | $149,715+72.3% | $158,950+62.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 8.86% | 348.24%-339.4pp | 276.66%-267.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,062 | $7,182-71.3% | $6,842-69.9% | $5,983-65.5% |
| Admin fee / account holder | $2,955 | $10,808-72.7% | $9,310-68.3% | $11,248-73.7% |