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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 | $338,005 | $209,336+61.5% | $197,124+71.5% | $137,256+146.3% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 15.44% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,953 | $6,591-40.0% | $6,227-36.5% | $4,156-4.9% |
| Participant deferral / active EE | $2,799 | $9,614-70.9% | $9,135-69.4% | $6,407-56.3% |
| Admin fee / account holder | $4,926 | $17,308-71.5% | $16,298-69.8% | $12,270-59.9% |