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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 | $354,088 | $153,769+130.3% | $133,975+164.3% | $273,972+29.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.41% | 36.51%-31.1pp | 29.29%-23.9pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,291 | $6,029-78.6% | $5,211-75.2% | $4,869-73.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $391 | $11,765-96.7% | $9,324-95.8% | $10,133-96.1% |