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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 | $2,470,943 | $156,398+1479.9% | $147,318+1577.3% | $138,895+1679.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.35% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $6,127 | $4,853+26.3% | $4,593+33.4% | $4,194+46.1% |
| Participant deferral / active EE | $1,667 | $8,237-79.8% | $7,906-78.9% | $6,396-73.9% |
| Admin fee / account holder | $387,911 | $14,976+2490.3% | $13,708+2729.9% | $12,562+2987.9% |