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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 | $281,561 | $154,228+82.6% | $145,433+93.6% | $137,256+105.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.77% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,794 | $4,804-62.6% | $4,554-60.6% | $4,156-56.8% |
| Participant deferral / active EE | $1,931 | $8,216-76.5% | $7,897-75.6% | $6,407-69.9% |
| Admin fee / account holder | $2,821 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |