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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 | $362,895 | $117,895+207.8% | $102,460+254.2% | $145,897+148.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 24.49% | 31.92%-7.4pp | 29.47%-5.0pp | 552.29%-527.8pp |
| Employer contribution / active EE | $6,335 | $3,619+75.0% | $3,025+109.4% | $4,663+35.9% |
| Participant deferral / active EE | $1,502 | $5,736-73.8% | $5,056-70.3% | $6,689-77.6% |
| Admin fee / account holder | $942 | $13,353-92.9% | $9,460-90.0% | $13,390-93.0% |