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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 | $309,149 | $58,493+428.5% | $84,021+267.9% | $72,975+323.6% |
| Participation rate | 94.1% | 61.2%+32.9pp | 69.0%+25.1pp | 69.5%+24.6pp |
| Annual return | 38.62% | 28.93%+9.7pp | 71.32%-32.7pp | 81.01%-42.4pp |
| Employer contribution / active EE | $8,653 | $1,163+644.0% | $1,984+336.2% | $2,440+254.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,929 | $4,569+29.8% | $6,102-2.8% | $5,124+15.7% |