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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 | $251,521 | $86,298+191.5% | $111,308+126.0% | $85,847+193.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 22.95% | 19.99%+3.0pp | 54.67%-31.7pp | 318.61%-295.7pp |
| Employer contribution / active EE | $2,703 | $2,044+32.2% | $2,732-1.1% | $2,565+5.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,519 | $8,189+16.2% | $7,965+19.5% | $6,261+52.0% |