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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 | $126,661+182.8% | $113,397+215.8% | $138,895+157.9% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.5%+14.0pp | 79.9%+10.6pp |
| Annual return | 13.27% | 25.05%-11.8pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $13,976 | $3,456+304.4% | $2,977+369.4% | $4,194+233.2% |
| Participant deferral / active EE | $981 | $5,693-82.8% | $5,076-80.7% | $6,396-84.7% |
| Admin fee / account holder | $9,514 | $14,549-34.6% | $11,957-20.4% | $12,562-24.3% |