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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 | $266,422 | $181,896+46.5% | $156,551+70.2% | $273,972-2.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $59,990 | $6,248+860.1% | $5,501+990.5% | $4,869+1132.1% |
| Participant deferral / active EE | $990 | $5,550-82.2% | $4,871-79.7% | $5,287-81.3% |
| Admin fee / account holder | $4,945 | $15,560-68.2% | $13,028-62.0% | $10,133-51.2% |