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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 | $1,021,892 | $124,425+721.3% | $112,040+812.1% | $137,256+644.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.33% | 24.72%+0.6pp | 24.52%+0.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $27,063 | $3,411+693.3% | $2,954+816.1% | $4,156+551.2% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $66,758 | $15,207+339.0% | $12,098+451.8% | $12,270+444.1% |