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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 | $356,167 | $94,439+277.1% | $73,658+383.5% | $154,746+130.2% |
| Participation rate | 94.1% | 64.7%+29.5pp | 57.0%+37.1pp | 80.7%+13.4pp |
| Annual return | 5.65% | 28.25%-22.6pp | 29.72%-24.1pp | 172.34%-166.7pp |
| Employer contribution / active EE | $1,471 | $1,257+17.0% | $1,032+42.5% | $4,379-66.4% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,493 | $3,843+329.2% | $3,357+391.3% | $14,365+14.8% |