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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 | $496,768 | $656,253-24.3% | $632,405-21.4% | $484,799+2.5% |
| Participation rate | 83.3% | 90.8%-7.5pp | 89.5%-6.1pp | 91.1%-7.8pp |
| Annual return | 12.60% | 2.20%+10.4pp | 2.81%+9.8pp | 5.95%+6.6pp |
| Employer contribution / active EE | $16,921 | $32,826-48.5% | $32,215-47.5% | $27,493-38.5% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $317 | $16,461-98.1% | $30,649-99.0% | $18,209-98.3% |