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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 | $487,673 | $153,769+217.1% | $133,975+264.0% | $273,972+78.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.47% | 36.51%-21.0pp | 29.29%-13.8pp | 41.46%-26.0pp |
| Employer contribution / active EE | $9,235 | $6,029+53.2% | $5,211+77.2% | $4,869+89.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $367 | $11,765-96.9% | $9,324-96.1% | $10,133-96.4% |