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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 | $374,165 | $76,834+387.0% | $108,359+245.3% | $87,485+327.7% |
| Participation rate | 94.4% | 61.7%+32.7pp | 70.1%+24.3pp | 68.9%+25.5pp |
| Annual return | 63.38% | 19.09%+44.3pp | 36.89%+26.5pp | 26.06%+37.3pp |
| Employer contribution / active EE | $2,818 | $1,556+81.1% | $2,399+17.5% | $2,596+8.6% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,987 | $6,537-69.6% | $9,741-79.6% | $7,775-74.4% |