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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 | $292,241 | $117,895+147.9% | $102,460+185.2% | $145,897+100.3% |
| Participation rate | 90.5% | 78.6%+11.8pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 12.15% | 31.92%-19.8pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $13,093 | $3,619+261.8% | $3,025+332.8% | $4,663+180.8% |
| Participant deferral / active EE | $958 | $5,736-83.3% | $5,056-81.1% | $6,689-85.7% |
| Admin fee / account holder | $32,105 | $13,353+140.4% | $9,460+239.4% | $13,390+139.8% |