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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 | $138,312+283.3% | $122,979+331.1% | $155,188+241.6% |
| Participation rate | 92.9% | 80.2%+12.7pp | 77.2%+15.7pp | 80.8%+12.1pp |
| Annual return | 11.08% | 22.06%-11.0pp | 20.12%-9.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $3,571 | $3,530+1.2% | $3,062+16.6% | $4,248-15.9% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,489 | $15,089-63.6% | $12,864-57.3% | $14,480-62.1% |