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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 | $294,928 | $155,555+89.6% | $146,866+100.8% | $155,188+90.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 11.22% | 115.41%-104.2pp | 102.85%-91.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $9,690 | $4,647+108.5% | $4,425+119.0% | $4,248+128.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $26,890 | $14,755+82.2% | $13,620+97.4% | $14,480+85.7% |