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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 | $275,083 | $67,606+306.9% | $82,313+234.2% | $70,131+292.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.72% | 21.57%-0.8pp | 25.88%-5.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,400 | $1,755+36.7% | $2,428-1.2% | $2,342+2.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,056 | $4,512-32.3% | $5,608-45.5% | $4,645-34.2% |