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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 | $2,141,450 | $153,772+1292.6% | $133,980+1498.3% | $273,965+681.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.90% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $16,956 | $6,029+181.3% | $5,211+225.4% | $4,869+248.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $160,464 | $11,765+1263.9% | $9,324+1620.9% | $10,132+1483.7% |