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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 | $271,086 | $81,476+232.7% | $102,383+164.8% | $80,925+235.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 34.27% | 25.59%+8.7pp | 24.94%+9.3pp | 35.65%-1.4pp |
| Employer contribution / active EE | $21,181 | $3,105+582.2% | $3,870+447.3% | $2,756+668.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,887 | $6,717-42.1% | $8,391-53.7% | $6,940-44.0% |