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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 | $379,823 | $99,345+282.3% | $84,753+348.2% | $273,972+38.6% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.27% | 22.93%-16.7pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $18,593 | $4,214+341.2% | $3,574+420.2% | $4,869+281.9% |
| Participant deferral / active EE | $409 | $4,270-90.4% | $3,712-89.0% | $5,287-92.3% |
| Admin fee / account holder | $15,200 | $6,645+128.7% | $5,333+185.0% | $10,133+50.0% |