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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 | $375,617 | $77,896+382.2% | $134,172+180.0% | $82,448+355.6% |
| Participation rate | 88.0% | 62.8%+25.2pp | 72.5%+15.5pp | 68.1%+19.9pp |
| Annual return | 25.75% | 18.21%+7.5pp | 25.30%+0.5pp | 41.64%-15.9pp |
| Employer contribution / active EE | $18,716 | $2,159+766.8% | $3,420+447.3% | $2,551+633.7% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,813 | $6,336-71.4% | $12,016-84.9% | $7,234-74.9% |