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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 | $281,783 | $254,759+10.6% | $216,567+30.1% | $198,609+41.9% |
| Participation rate | 92.9% | 84.5%+8.3pp | 81.6%+11.2pp | 82.4%+10.5pp |
| Annual return | 14.24% | 10.04%+4.2pp | 12.94%+1.3pp | 202.70%-188.5pp |
| Employer contribution / active EE | $6,634 | $6,096+8.8% | $5,216+27.2% | $5,055+31.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,509 | $26,311-75.3% | $21,981-70.4% | $19,030-65.8% |