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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 | $318,290 | $81,504+290.5% | $102,437+210.7% | $80,959+293.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 33.78% | 25.60%+8.2pp | 24.95%+8.8pp | 35.67%-1.9pp |
| Employer contribution / active EE | $6,386 | $3,104+105.8% | $3,871+65.0% | $2,757+131.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,184 | $6,719-67.5% | $8,388-74.0% | $6,925-68.5% |