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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 | $258,161 | $114,119+126.2% | $107,187+140.9% | $138,895+85.9% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 79.9%-3.0pp |
| Annual return | 22.71% | 273.21%-250.5pp | 204.55%-181.8pp | 145.39%-122.7pp |
| Employer contribution / active EE | $12,678 | $4,059+212.4% | $3,782+235.2% | $4,194+202.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,511 | $10,024-55.0% | $9,162-50.8% | $12,562-64.1% |