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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 | $368,506 | $115,917+217.9% | $100,535+266.5% | $158,982+131.8% |
| Participation rate | 95.7% | 81.6%+14.1pp | 79.4%+16.2pp | 82.0%+13.7pp |
| Annual return | 19.67% | 34.80%-15.1pp | 30.90%-11.2pp | 302.99%-283.3pp |
| Employer contribution / active EE | $8,264 | $4,105+101.3% | $3,419+141.7% | $4,763+73.5% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,532 | $11,002-58.8% | $8,085-43.9% | $11,252-59.7% |