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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 | $281,561 | $156,398+80.0% | $147,318+91.1% | $138,895+102.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 14.77% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,794 | $4,853-63.0% | $4,593-60.9% | $4,194-57.2% |
| Participant deferral / active EE | $1,931 | $8,237-76.6% | $7,906-75.6% | $6,396-69.8% |
| Admin fee / account holder | $2,821 | $14,976-81.2% | $13,708-79.4% | $12,562-77.5% |