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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 | $252,275 | $89,532+181.8% | $103,447+143.9% | $80,925+211.7% |
| Participation rate | 96.1% | 76.0%+20.0pp | 80.5%+15.5pp | 67.7%+28.4pp |
| Annual return | 21.02% | 22.80%-1.8pp | 23.92%-2.9pp | 35.65%-14.6pp |
| Employer contribution / active EE | $5,421 | $4,023+34.7% | $4,678+15.9% | $2,756+96.7% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,171 | $6,774+20.6% | $9,415-13.2% | $6,940+17.7% |