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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 | $117,904+147.9% | $102,457+185.2% | $145,978+100.2% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 12.15% | 31.80%-19.6pp | 29.41%-17.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $13,093 | $3,613+262.4% | $3,022+333.3% | $4,662+180.9% |
| Participant deferral / active EE | $958 | $5,733-83.3% | $5,054-81.0% | $6,690-85.7% |
| Admin fee / account holder | $32,105 | $13,329+140.9% | $9,451+239.7% | $13,400+139.6% |