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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 | $3,327,284 | $181,062+1737.7% | $158,223+2002.9% | $155,188+2044.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.21% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $6,346 | $4,565+39.0% | $4,109+54.4% | $4,248+49.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $128,803 | $18,825+584.2% | $16,047+702.7% | $14,480+789.5% |