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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 | $372,607 | $153,769+142.3% | $133,975+178.1% | $273,972+36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 30.29% | 36.51%-6.2pp | 29.29%+1.0pp | 41.46%-11.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $750 | $6,958-89.2% | $6,282-88.1% | $5,287-85.8% |
| Admin fee / account holder | $2,738 | $11,765-76.7% | $9,324-70.6% | $10,133-73.0% |