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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 | $2,725,780 | $156,398+1642.9% | $147,318+1750.3% | $138,895+1862.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.73% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $7,070 | $4,853+45.7% | $4,593+53.9% | $4,194+68.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $155,328 | $14,976+937.2% | $13,708+1033.2% | $12,562+1136.5% |