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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 | $367,756 | $132,310+177.9% | $105,754+247.7% | $273,972+34.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.32% | 10.08%-4.8pp | 12.25%-6.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $7,692 | $4,867+58.1% | $4,079+88.6% | $4,869+58.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,893 | $12,036-9.5% | $8,309+31.1% | $10,133+7.5% |