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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 | $296,995 | $215,361+37.9% | $171,082+73.6% | $273,972+8.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 8.91% | 25.14%-16.2pp | 32.56%-23.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,565 | $4,967-48.4% | $4,002-35.9% | $4,869-47.3% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,146 | $10,846-6.5% | $8,520+19.1% | $10,133+0.1% |