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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 | $267,506 | $162,967+64.1% | $135,792+97.0% | $138,895+92.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.53% | 30.08%-18.6pp | 25.96%-14.4pp | 145.39%-133.9pp |
| Employer contribution / active EE | $3,007 | $4,211-28.6% | $3,496-14.0% | $4,194-28.3% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,234 | $15,306-26.6% | $12,266-8.4% | $12,562-10.6% |