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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 | $81,457+272.0% | $103,378+193.1% | $80,911+274.5% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 26.79% | 25.58%+1.2pp | 24.91%+1.9pp | 35.63%-8.8pp |
| Employer contribution / active EE | $14,706 | $3,107+373.3% | $3,870+280.0% | $2,756+433.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,609 | $6,717+13.3% | $8,401-9.4% | $6,935+9.7% |