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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 | $265,816 | $108,942+144.0% | $100,415+164.7% | $145,897+82.2% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 17.30% | 58.27%-41.0pp | 49.47%-32.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,613 | $8,461-80.9% | $8,091-80.1% | $6,689-75.9% |
| Admin fee / account holder | $6,871 | $9,702-29.2% | $7,906-13.1% | $13,390-48.7% |