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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 | $213,785+31.8% | $185,441+52.0% | $155,188+81.6% |
| Participation rate | 92.9% | 83.2%+9.6pp | 80.3%+12.6pp | 80.8%+12.1pp |
| Annual return | 14.24% | 19.97%-5.7pp | 20.16%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $6,634 | $5,393+23.0% | $4,672+42.0% | $4,248+56.2% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,509 | $21,134-69.2% | $17,890-63.6% | $14,480-55.0% |