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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 | $358,151 | $124,425+187.8% | $112,040+219.7% | $137,256+160.9% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 13.27% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $13,976 | $3,411+309.7% | $2,954+373.1% | $4,156+236.3% |
| Participant deferral / active EE | $981 | $5,718-82.8% | $5,098-80.7% | $6,407-84.7% |
| Admin fee / account holder | $9,514 | $15,207-37.4% | $12,098-21.4% | $12,270-22.5% |