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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 | $257,913 | $167,415+54.1% | $140,514+83.6% | $198,609+29.9% |
| Participation rate | 91.7% | 80.9%+10.8pp | 77.8%+13.9pp | 82.4%+9.3pp |
| Annual return | 13.66% | 13.85%-0.2pp | 14.36%-0.7pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,417 | $4,088-16.4% | $3,378+1.1% | $5,055-32.4% |
| Participant deferral / active EE | $2,086 | $5,579-62.6% | $4,919-57.6% | $6,977-70.1% |
| Admin fee / account holder | $4,326 | $16,730-74.1% | $13,697-68.4% | $19,030-77.3% |