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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 | $280,289 | $181,896+54.1% | $156,551+79.0% | $273,972+2.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.12% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $6,030 | $6,248-3.5% | $5,501+9.6% | $4,869+23.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,731 | $15,560-82.5% | $13,028-79.0% | $10,133-73.1% |