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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 | $212,386+132.1% | $199,883+146.6% | $138,895+254.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 36.73% | 47.75%-11.0pp | 43.81%-7.1pp | 145.39%-108.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,589 | $9,617-73.1% | $9,138-71.7% | $6,396-59.5% |
| Admin fee / account holder | $3,837 | $18,233-79.0% | $17,268-77.8% | $12,562-69.5% |