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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 | $2,835,758 | $275,752+928.4% | $256,809+1004.2% | $198,609+1327.8% |
| Participation rate | 91.7% | 89.2%+2.5pp | 88.5%+3.1pp | 82.4%+9.3pp |
| Annual return | 5.45% | 34.81%-29.4pp | 32.73%-27.3pp | 202.70%-197.3pp |
| Employer contribution / active EE | $35,475 | $7,721+359.5% | $7,263+388.4% | $5,055+601.7% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $276,652 | $25,716+975.8% | $25,146+1000.2% | $19,030+1353.7% |