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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 | $252,846 | $101,763+148.5% | $164,866+53.4% | $80,874+212.6% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.6%+29.8pp |
| Annual return | 13.31% | 16.73%-3.4pp | 69.97%-56.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $5,128 | $2,954+73.6% | $4,343+18.1% | $2,756+86.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,222 | $8,228-85.2% | $12,689-90.4% | $6,935-82.4% |