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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 | $1,271,054 | $110,254+1052.8% | $95,733+1227.7% | $139,427+811.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 9.24% | 27.13%-17.9pp | 28.37%-19.1pp | 373.27%-364.0pp |
| Employer contribution / active EE | $8,835 | $3,258+171.2% | $2,835+211.7% | $4,752+85.9% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,244-100.0% | $6,711-100.0% |
| Admin fee / account holder | $290,012 | $6,607+4289.8% | $5,673+5012.5% | $11,404+2443.0% |