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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 | $396,386 | $184,014+115.4% | $161,149+146.0% | $138,895+185.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.8%+14.9pp | 79.9%+13.8pp |
| Annual return | 16.93% | 21.52%-4.6pp | 21.16%-4.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $518 | $6,909-92.5% | $6,153-91.6% | $6,396-91.9% |
| Admin fee / account holder | $3,858 | $18,027-78.6% | $15,194-74.6% | $12,562-69.3% |