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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 | $322,269 | $99,345+224.4% | $84,753+280.2% | $273,972+17.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 9.74% | 22.93%-13.2pp | 22.78%-13.0pp | 41.46%-31.7pp |
| Employer contribution / active EE | $16,667 | $4,214+295.5% | $3,574+366.3% | $4,869+242.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,219 | $6,645+98.9% | $5,333+147.9% | $10,133+30.5% |