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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 | $354,171 | $99,345+256.5% | $84,753+317.9% | $273,972+29.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.50% | 22.93%-9.4pp | 22.78%-9.3pp | 41.46%-28.0pp |
| Employer contribution / active EE | $9,964 | $4,214+136.5% | $3,574+178.8% | $4,869+104.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,278 | $6,645-65.7% | $5,333-57.3% | $10,133-77.5% |