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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 | $280,430 | $254,759+10.1% | $216,567+29.5% | $198,609+41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.74% | 10.04%-0.3pp | 12.94%-3.2pp | 202.70%-193.0pp |
| Employer contribution / active EE | $11,778 | $6,096+93.2% | $5,216+125.8% | $5,055+133.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,893 | $26,311-66.2% | $21,981-59.5% | $19,030-53.3% |