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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 | $290,225 | $167,522+73.2% | $151,639+91.4% | $134,532+115.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.97% | 7.81%-3.8pp | 3.34%+0.6pp | 418.27%-414.3pp |
| Employer contribution / active EE | $5,947 | $6,828-12.9% | $6,165-3.5% | $4,741+25.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,394 | $13,780-82.6% | $11,613-79.4% | $11,429-79.1% |