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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 | $265,214 | $196,972+34.6% | $182,262+45.5% | $198,609+33.5% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 13.98% | 158.27%-144.3pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,542 | $8,643-82.2% | $8,276-81.4% | $6,977-77.9% |
| Admin fee / account holder | $1,658 | $18,429-91.0% | $16,712-90.1% | $19,030-91.3% |