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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 | $284,921 | $122,131+133.3% | $325,506-12.5% | $122,131+133.3% |
| Participation rate | 71.1% | 75.1%-4.0pp | 83.1%-12.1pp | 75.1%-4.0pp |
| Annual return | 19.59% | 16.17%+3.4pp | 4.91%+14.7pp | 16.17%+3.4pp |
| Employer contribution / active EE | $1,842 | $3,608-48.9% | $4,786-61.5% | $3,608-48.9% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $3,804-100.0% | $3,892-100.0% |
| Admin fee / account holder | $12,000 | $11,586+3.6% | $10,490+14.4% | $11,586+3.6% |