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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 | $303,044 | $81,487+271.9% | $102,412+195.9% | $80,935+274.4% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 26.79% | 25.60%+1.2pp | 24.94%+1.8pp | 35.66%-8.9pp |
| Employer contribution / active EE | $14,706 | $3,103+373.9% | $3,870+280.0% | $2,757+433.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,609 | $6,717+13.3% | $8,388-9.3% | $6,924+9.9% |