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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 | $464,799 | $115,225+303.4% | $100,712+361.5% | $138,895+234.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.52% | 40.35%-24.8pp | 33.27%-17.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $8,571 | $2,771+209.3% | $2,313+270.6% | $4,194+104.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,310 | $10,844-69.5% | $9,256-64.2% | $12,562-73.6% |