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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 | $267,581 | $184,014+45.4% | $161,149+66.0% | $138,895+92.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 10.46% | 21.52%-11.1pp | 21.16%-10.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,603 | $5,055-68.3% | $4,360-63.2% | $4,194-61.8% |
| Participant deferral / active EE | $1,509 | $6,909-78.2% | $6,153-75.5% | $6,396-76.4% |
| Admin fee / account holder | $8,345 | $18,027-53.7% | $15,194-45.1% | $12,562-33.6% |