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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 | $271,037 | $56,287+381.5% | $80,977+234.7% | $62,881+331.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 19.91% | 22.13%-2.2pp | 17.11%+2.8pp | 20.14%-0.2pp |
| Employer contribution / active EE | $6,822 | $1,943+251.1% | $3,715+83.7% | $2,281+199.1% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,484 | $3,742+19.8% | $5,517-18.7% | $4,296+4.4% |