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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 | $735,642 | $157,829+366.1% | $136,867+437.5% | $198,609+270.4% |
| Participation rate | 71.4% | 77.2%-5.7pp | 74.5%-3.1pp | 82.4%-10.9pp |
| Annual return | 15.39% | 51.25%-35.9pp | 42.97%-27.6pp | 202.70%-187.3pp |
| Employer contribution / active EE | $14,286 | $3,923+264.2% | $3,547+302.8% | $5,055+182.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,600 | $11,107-31.6% | $10,340-26.5% | $19,030-60.1% |