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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 | $272,194 | $106,974+154.4% | $90,796+199.8% | $138,895+96.0% |
| Participation rate | 83.3% | 74.9%+8.5pp | 69.5%+13.8pp | 79.9%+3.4pp |
| Annual return | 12.84% | 20.10%-7.3pp | 19.29%-6.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $3,924 | $2,609+50.4% | $2,294+71.1% | $4,194-6.5% |
| Participant deferral / active EE | $524 | $4,455-88.2% | $3,822-86.3% | $6,396-91.8% |
| Admin fee / account holder | $57,094 | $8,626+561.9% | $7,024+712.9% | $12,562+354.5% |