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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 | $336,087 | $138,393+142.9% | $184,256+82.4% | $80,959+315.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.53% | 20.01%-6.5pp | 28.85%-15.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $10,386 | $4,847+114.3% | $6,427+61.6% | $2,757+276.7% |
| Participant deferral / active EE | $2,737 | $7,076-61.3% | $9,133-70.0% | $4,300-36.3% |
| Admin fee / account holder | $17,600 | $10,489+67.8% | $13,899+26.6% | $6,925+154.1% |