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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 | $123,155+113.0% | $108,753+141.2% | $155,188+69.0% |
| Participation rate | 81.3% | 75.6%+5.6pp | 71.1%+10.2pp | 80.8%+0.4pp |
| Annual return | 13.45% | 44.73%-31.3pp | 37.47%-24.0pp | 148.84%-135.4pp |
| Employer contribution / active EE | $639 | $2,811-77.3% | $2,427-73.7% | $4,248-85.0% |
| Participant deferral / active EE | $694 | $4,623-85.0% | $4,115-83.1% | $6,531-89.4% |
| Admin fee / account holder | $3,736 | $12,126-69.2% | $10,320-63.8% | $14,480-74.2% |