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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 | $274,106 | $135,956+101.6% | $123,894+121.2% | $273,9720% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.79% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $7,549 | $5,170+46.0% | $4,617+63.5% | $4,869+55.1% |
| Participant deferral / active EE | $777 | $6,343-87.7% | $5,984-87.0% | $5,287-85.3% |
| Admin fee / account holder | $15,097 | $9,817+53.8% | $8,357+80.6% | $10,133+49.0% |