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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 | $333,314 | $254,759+30.8% | $216,567+53.9% | $198,609+67.8% |
| Participation rate | 86.7% | 84.5%+2.1pp | 81.6%+5.0pp | 82.4%+4.3pp |
| Annual return | 6.79% | 10.04%-3.3pp | 12.94%-6.2pp | 202.70%-195.9pp |
| Employer contribution / active EE | $6,119 | $6,096+0.4% | $5,216+17.3% | $5,055+21.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,024 | $26,311-46.7% | $21,981-36.2% | $19,030-26.3% |