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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 | $274,522 | $85,766+220.1% | $136,298+101.4% | $70,126+291.5% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 16.71% | 31.46%-14.7pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $3,821 | $2,966+28.8% | $4,696-18.6% | $2,343+63.1% |
| Participant deferral / active EE | $2,043 | $5,051-59.6% | $6,247-67.3% | $3,332-38.7% |
| Admin fee / account holder | $5,361 | $5,421-1.1% | $9,244-42.0% | $4,645+15.4% |