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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 | $530,187 | $136,860+287.4% | $120,344+340.6% | $154,746+242.6% |
| Participation rate | 92.9% | 79.9%+13.0pp | 76.7%+16.1pp | 80.7%+12.2pp |
| Annual return | 11.08% | 21.38%-10.3pp | 20.30%-9.2pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,571 | $3,533+1.1% | $3,020+18.3% | $4,379-18.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,489 | $15,393-64.3% | $12,742-56.9% | $14,365-61.8% |