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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 | $399,366 | $254,759+56.8% | $216,567+84.4% | $198,609+101.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 12.88% | 10.04%+2.8pp | 12.94%-0.1pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,000 | $6,948-85.6% | $6,191-83.8% | $6,977-85.7% |
| Admin fee / account holder | $2,823 | $26,311-89.3% | $21,981-87.2% | $19,030-85.2% |