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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 | $331,087 | $86,938+280.8% | $102,423+223.3% | $80,925+309.1% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.7%+19.0pp |
| Annual return | 16.27% | 18.89%-2.6pp | 29.42%-13.2pp | 35.65%-19.4pp |
| Employer contribution / active EE | $20,000 | $2,369+744.2% | $3,023+561.6% | $2,756+625.6% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $74,284 | $8,053+822.5% | $9,455+685.7% | $6,940+970.4% |