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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 | $1,335,145 | $100,970+1222.3% | $96,576+1282.5% | $137,256+872.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.38% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,424 | $3,809+94.9% | $3,553+108.9% | $4,156+78.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $154,573 | $11,312+1266.5% | $11,381+1258.2% | $12,270+1159.8% |