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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 | $358,082 | $138,312+158.9% | $122,979+191.2% | $155,188+130.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.32% | 22.06%-9.7pp | 20.12%-7.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $12,471 | $3,530+253.2% | $3,062+307.2% | $4,248+193.6% |
| Participant deferral / active EE | $1,677 | $5,592-70.0% | $5,003-66.5% | $6,531-74.3% |
| Admin fee / account holder | $7,795 | $15,089-48.3% | $12,864-39.4% | $14,480-46.2% |