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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 | $298,598 | $155,555+92.0% | $146,866+103.3% | $155,188+92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.12% | 115.41%-104.3pp | 102.85%-91.7pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,040 | $4,647-77.6% | $4,425-76.5% | $4,248-75.5% |
| Participant deferral / active EE | $1,040 | $8,044-87.1% | $7,759-86.6% | $6,531-84.1% |
| Admin fee / account holder | $3,869 | $14,755-73.8% | $13,620-71.6% | $14,480-73.3% |