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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 | $5,031,014 | $138,385+3535.5% | $184,243+2630.6% | $80,925+6116.9% |
| Participation rate | 90.2% | 83.9%+6.4pp | 86.8%+3.4pp | 67.7%+22.6pp |
| Annual return | 22.52% | 20.02%+2.5pp | 28.82%-6.3pp | 35.65%-13.1pp |
| Employer contribution / active EE | $47,444 | $4,851+878.1% | $6,427+638.2% | $2,756+1621.3% |
| Participant deferral / active EE | $2,464 | $7,075-65.2% | $9,132-73.0% | $4,299-42.7% |
| Admin fee / account holder | $317,592 | $10,489+2927.9% | $13,914+2182.6% | $6,940+4476.2% |