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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 | $303,282 | $124,425+143.7% | $112,040+170.7% | $137,256+121.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.04% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,923 | $3,411+15.0% | $2,954+32.8% | $4,156-5.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $642 | $15,207-95.8% | $12,098-94.7% | $12,270-94.8% |