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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 | $1,096,243 | $163,687+569.7% | $108,745+908.1% | $273,972+300.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 5.27% | 31.16%-25.9pp | 46.22%-41.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $32,011 | $4,711+579.4% | $3,323+863.3% | $4,869+557.5% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $44,777 | $12,890+247.4% | $6,144+628.8% | $10,133+341.9% |