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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 | $177,156+188.9% | $147,027+248.1% | $154,746+230.8% |
| Participation rate | 85.7% | 79.4%+6.4pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 14.14% | 21.94%-7.8pp | 20.23%-6.1pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $610 | $5,797-89.5% | $4,933-87.6% | $6,730-90.9% |
| Admin fee / account holder | $13,710 | $14,904-8.0% | $12,223+12.2% | $14,365-4.6% |