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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 | $292,737 | $254,759+14.9% | $216,567+35.2% | $198,609+47.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 5.90% | 10.04%-4.1pp | 12.94%-7.0pp | 202.70%-196.8pp |
| Employer contribution / active EE | $8,824 | $6,096+44.7% | $5,216+69.2% | $5,055+74.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $23,044 | $26,311-12.4% | $21,981+4.8% | $19,030+21.1% |