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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 | $4,008,140 | $154,228+2498.8% | $145,433+2656.0% | $137,256+2820.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.99% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $27,750 | $4,804+477.6% | $4,554+509.3% | $4,156+567.7% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $750 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |