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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 | $177,156+146.5% | $147,027+197.0% | $154,746+182.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 21.09% | 21.94%-0.8pp | 20.23%+0.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,559 | $4,336-64.1% | $3,626-57.0% | $4,379-64.4% |
| Participant deferral / active EE | $1,458 | $5,797-74.9% | $4,933-70.5% | $6,730-78.3% |
| Admin fee / account holder | $15,536 | $14,904+4.2% | $12,223+27.1% | $14,365+8.1% |