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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 | $291,822 | $54,541+435.0% | $78,778+270.4% | $70,126+316.1% |
| Participation rate | 97.1% | 60.8%+36.3pp | 69.2%+27.9pp | 69.5%+27.5pp |
| Annual return | 13.24% | 21.07%-7.8pp | 35.62%-22.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $14,620 | $1,089+1243.1% | $1,986+636.3% | $2,343+524.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44,033 | $3,709+1087.3% | $5,134+757.7% | $4,645+847.9% |