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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 | $362,607 | $86,919+317.2% | $102,457+253.9% | $80,911+348.2% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.6%+30.5pp |
| Annual return | 27.86% | 18.90%+9.0pp | 29.41%-1.5pp | 35.63%-7.8pp |
| Employer contribution / active EE | $1,887 | $2,368-20.3% | $3,022-37.6% | $2,756-31.5% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,086 | $8,049-12.0% | $9,451-25.0% | $6,935+2.2% |