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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 | $382,061 | $288,797+32.3% | $239,577+59.5% | $382,429-0.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.10% | -3.30%+17.4pp | -0.70%+14.8pp | 248.85%-234.8pp |
| Employer contribution / active EE | $21,916 | $8,558+156.1% | $7,232+203.0% | $8,036+172.7% |
| Participant deferral / active EE | $7,661 | $6,420+19.3% | $5,676+35.0% | $5,727+33.8% |
| Admin fee / account holder | $10,652 | $18,649-42.9% | $19,315-44.8% | $30,732-65.3% |