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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 | $492,963 | $209,336+135.5% | $197,124+150.1% | $137,256+259.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.73% | 48.09%-11.4pp | 44.34%-7.6pp | 220.34%-183.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,589 | $9,614-73.1% | $9,135-71.7% | $6,407-59.6% |
| Admin fee / account holder | $3,837 | $17,308-77.8% | $16,298-76.5% | $12,270-68.7% |