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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 | $436,738 | $212,777+105.3% | $173,703+151.4% | $198,609+119.9% |
| Participation rate | 90.0% | 81.1%+8.9pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 21.09% | 18.82%+2.3pp | 17.46%+3.6pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,559 | $5,214-70.1% | $4,288-63.6% | $5,055-69.2% |
| Participant deferral / active EE | $1,458 | $5,697-74.4% | $4,854-70.0% | $6,977-79.1% |
| Admin fee / account holder | $15,536 | $19,536-20.5% | $15,562-0.2% | $19,030-18.4% |