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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 | $286,292 | $154,228+85.6% | $145,433+96.9% | $137,256+108.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.27% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,230 | $4,804-74.4% | $4,554-73.0% | $4,156-70.4% |
| Participant deferral / active EE | $2,213 | $8,216-73.1% | $7,897-72.0% | $6,407-65.5% |
| Admin fee / account holder | $9,990 | $14,344-30.4% | $13,129-23.9% | $12,270-18.6% |