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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 | $282,710 | $104,098+171.6% | $140,514+101.2% | $94,015+200.7% |
| Participation rate | 96.6% | 73.7%+22.8pp | 77.8%+18.8pp | 70.8%+25.7pp |
| Annual return | 10.99% | 15.14%-4.1pp | 14.36%-3.4pp | 17.84%-6.9pp |
| Employer contribution / active EE | $10,571 | $2,388+342.7% | $3,378+212.9% | $2,790+278.9% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,613 | $10,439+30.4% | $13,697-0.6% | $8,951+52.1% |