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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 | $69,444+316.2% | $92,985+210.8% | $87,485+230.4% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.2pp | 68.9%+22.7pp |
| Annual return | 15.22% | 23.85%-8.6pp | 27.99%-12.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $5,485 | $1,917+186.1% | $2,662+106.1% | $2,596+111.3% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,657 | $6,137+24.8% | $9,463-19.1% | $7,775-1.5% |