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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 | $262,270 | $115,225+127.6% | $100,712+160.4% | $138,895+88.8% |
| Participation rate | 81.3% | 74.3%+6.9pp | 69.3%+12.0pp | 79.9%+1.3pp |
| Annual return | 13.45% | 40.35%-26.9pp | 33.27%-19.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $639 | $2,771-76.9% | $2,313-72.4% | $4,194-84.8% |
| Participant deferral / active EE | $694 | $4,699-85.2% | $4,085-83.0% | $6,396-89.1% |
| Admin fee / account holder | $3,736 | $10,844-65.5% | $9,256-59.6% | $12,562-70.3% |