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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 | $110,303+1052.3% | $95,759+1227.3% | $139,487+811.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 9.24% | 27.19%-18.0pp | 28.42%-19.2pp | 373.84%-364.6pp |
| Employer contribution / active EE | $8,835 | $3,261+171.0% | $2,836+211.5% | $4,755+85.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $290,012 | $6,615+4283.9% | $5,678+5007.4% | $11,407+2442.3% |