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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 | $4,273,077 | $125,797+3296.8% | $170,043+2412.9% | $75,173+5584.3% |
| Participation rate | 94.8% | 83.6%+11.2pp | 87.0%+7.8pp | 67.2%+27.6pp |
| Annual return | 20.85% | 27.20%-6.3pp | 53.40%-32.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $50,547 | $4,616+995.0% | $6,790+644.4% | $2,671+1792.5% |
| Participant deferral / active EE | $2,607 | $6,838-61.9% | $10,410-75.0% | $4,126-36.8% |
| Admin fee / account holder | $193,083 | $8,177+2261.4% | $12,824+1405.6% | $5,651+3317.1% |