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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 | $363,545 | $153,769+136.4% | $133,975+171.4% | $273,972+32.7% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 9.27% | 36.51%-27.2pp | 29.29%-20.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $21,885 | $6,029+263.0% | $5,211+320.0% | $4,869+349.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,074 | $11,765-5.9% | $9,324+18.8% | $10,133+9.3% |