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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 | $340,770 | $275,752+23.6% | $256,809+32.7% | $198,609+71.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.51% | 34.81%-19.3pp | 32.73%-17.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,554 | $7,721-66.9% | $7,263-64.8% | $5,055-49.5% |
| Participant deferral / active EE | $3,288 | $10,037-67.2% | $9,520-65.5% | $6,977-52.9% |
| Admin fee / account holder | $17,330 | $25,716-32.6% | $25,146-31.1% | $19,030-8.9% |