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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 | $511,828 | $161,352+217.2% | $134,172+281.5% | $137,256+272.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 14.14% | 28.72%-14.6pp | 25.30%-11.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $610 | $5,552-89.0% | $4,690-87.0% | $6,407-90.5% |
| Admin fee / account holder | $13,710 | $15,028-8.8% | $12,016+14.1% | $12,270+11.7% |