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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 | $272,801 | $76,834+255.1% | $108,359+151.8% | $87,485+211.8% |
| Participation rate | 97.0% | 61.7%+35.2pp | 70.1%+26.8pp | 68.9%+28.0pp |
| Annual return | 13.95% | 19.09%-5.1pp | 36.89%-22.9pp | 26.06%-12.1pp |
| Employer contribution / active EE | $10,872 | $1,556+598.5% | $2,399+353.1% | $2,596+318.7% |
| Participant deferral / active EE | $1,130 | $3,100-63.5% | $4,137-72.7% | $4,274-73.6% |
| Admin fee / account holder | $16,740 | $6,537+156.1% | $9,741+71.9% | $7,775+115.3% |