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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 | $392,616 | $184,014+113.4% | $161,149+143.6% | $138,895+182.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.23% | 21.52%-9.3pp | 21.16%-8.9pp | 145.39%-133.2pp |
| Employer contribution / active EE | $5,682 | $5,055+12.4% | $4,360+30.3% | $4,194+35.5% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,912 | $18,027-89.4% | $15,194-87.4% | $12,562-84.8% |