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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 | $500,325 | $656,253-23.8% | $632,405-20.9% | $484,799+3.2% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 10.69% | 2.20%+8.5pp | 2.81%+7.9pp | 5.95%+4.7pp |
| Employer contribution / active EE | $32,489 | $32,826-1.0% | $32,215+0.9% | $27,493+18.2% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $4,128 | $16,461-74.9% | $30,649-86.5% | $18,209-77.3% |