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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 | $2,680,928 | $176,838+1416.0% | $146,685+1727.7% | $167,518+1500.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.12% | 24.04%-8.9pp | 22.75%-7.6pp | 478.71%-463.6pp |
| Employer contribution / active EE | $58,000 | $5,161+1023.8% | $4,137+1302.0% | $4,838+1098.7% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $82,403 | $13,262+521.4% | $10,281+701.5% | $12,312+569.3% |