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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 | $328,552 | $87,834+274.1% | $133,975+145.2% | $62,881+422.5% |
| Participation rate | 89.7% | 83.4%+6.3pp | 87.1%+2.6pp | 69.3%+20.4pp |
| Annual return | 6.81% | 12.05%-5.2pp | 29.29%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $11,827 | $3,482+239.6% | $5,211+127.0% | $2,281+418.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,300 | $5,372+128.9% | $9,324+31.9% | $4,296+186.3% |