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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 | $317,157 | $199,109+59.3% | $173,730+82.6% | $154,746+105.0% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.6%+8.7pp | 80.7%+7.5pp |
| Annual return | 19.78% | 20.02%-0.2pp | 19.96%-0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,903 | $5,311-64.2% | $4,577-58.4% | $4,379-56.5% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $23,715 | $20,916+13.4% | $17,523+35.3% | $14,365+65.1% |