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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 | $684,406 | $419,381+63.2% | $352,393+94.2% | $259,158+164.1% |
| Participation rate | 100.0% | 96.3%+3.7pp | 94.5%+5.5pp | 95.8%+4.2pp |
| Annual return | 24.50% | 1.89%+22.6pp | 2.44%+22.1pp | 5.38%+19.1pp |
| Employer contribution / active EE | $9,286 | $17,555-47.1% | $16,208-42.7% | $22,268-58.3% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $21,800 | $19,916+9.5% | $17,307+26.0% | $9,035+141.3% |