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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 | $587,384 | $211,105+178.2% | $178,449+229.2% | $145,978+302.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.27% | 30.19%-17.9pp | 27.09%-14.8pp | 550.52%-538.2pp |
| Employer contribution / active EE | $12,280 | $4,569+168.8% | $3,951+210.8% | $4,662+163.4% |
| Participant deferral / active EE | $874 | $6,959-87.4% | $6,277-86.1% | $6,690-86.9% |
| Admin fee / account holder | $4,993 | $12,017-58.5% | $10,362-51.8% | $13,400-62.7% |