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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 | $384,930 | $87,180+341.5% | $173,703+121.6% | $94,015+309.4% |
| Participation rate | 96.0% | 65.6%+30.4pp | 75.9%+20.1pp | 70.8%+25.2pp |
| Annual return | 10.34% | 14.17%-3.8pp | 17.46%-7.1pp | 17.84%-7.5pp |
| Employer contribution / active EE | $17,274 | $2,494+592.6% | $4,288+302.9% | $2,790+519.1% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $22,884 | $7,506+204.9% | $15,562+47.1% | $8,951+155.7% |