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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 | $289,018 | $76,564+277.5% | $105,582+173.7% | $94,015+207.4% |
| Participation rate | 91.7% | 65.2%+26.5pp | 71.8%+19.9pp | 70.8%+20.8pp |
| Annual return | 15.22% | 20.69%-5.5pp | 18.61%-3.4pp | 17.84%-2.6pp |
| Employer contribution / active EE | $5,485 | $1,995+174.9% | $2,984+83.8% | $2,790+96.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,657 | $7,129+7.4% | $12,856-40.4% | $8,951-14.5% |