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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 | $272,701 | $101,795+167.9% | $165,100+65.2% | $80,959+236.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.00% | 16.73%-4.7pp | 70.21%-58.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $5,875 | $2,954+98.9% | $4,348+35.1% | $2,757+113.1% |
| Participant deferral / active EE | $1,374 | $4,476-69.3% | $6,035-77.2% | $4,300-68.1% |
| Admin fee / account holder | $10,704 | $8,221+30.2% | $12,696-15.7% | $6,925+54.6% |