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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 | $302,894 | $377,972-19.9% | $300,297+0.9% | $382,429-20.8% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 5.19% | 4.19%+1.0pp | 6.06%-0.9pp | 248.85%-243.7pp |
| Employer contribution / active EE | $5,221 | $5,545-5.8% | $4,605+13.4% | $8,036-35.0% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,511-100.0% | $5,727-100.0% |
| Admin fee / account holder | $3,836 | $20,122-80.9% | $16,510-76.8% | $30,732-87.5% |