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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 | $297,632 | $58,600+407.9% | $83,327+257.2% | $64,173+363.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 7.41% | 9.66%-2.3pp | 10.64%-3.2pp | 7.63%-0.2pp |
| Employer contribution / active EE | $6,277 | $2,098+199.1% | $3,379+85.8% | $2,381+163.6% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,815 | $9,282-37.4% | $7,540-22.9% | $4,887+19.0% |