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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 | $277,047 | $181,896+52.3% | $156,551+77.0% | $273,972+1.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.3pp | 32.23%-25.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,500 | $6,248-76.0% | $5,501-72.7% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,427 | $15,560+31.3% | $13,028+56.8% | $10,133+101.6% |