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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 | $288,129 | $199,109+44.7% | $173,730+65.8% | $154,746+86.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 19.17% | 20.02%-0.9pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,478 | $5,311+3.1% | $4,577+19.7% | $4,379+25.1% |
| Participant deferral / active EE | $667 | $7,113-90.6% | $6,326-89.5% | $6,730-90.1% |
| Admin fee / account holder | $128,532 | $20,916+514.5% | $17,523+633.5% | $14,365+794.7% |