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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 | $4,321,608 | $275,752+1467.2% | $256,809+1582.8% | $198,609+2075.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.93% | 34.81%-21.9pp | 32.73%-19.8pp | 202.70%-189.8pp |
| Employer contribution / active EE | $45,860 | $7,721+494.0% | $7,263+531.4% | $5,055+807.2% |
| Participant deferral / active EE | $944 | $10,037-90.6% | $9,520-90.1% | $6,977-86.5% |
| Admin fee / account holder | $331,273 | $25,716+1188.2% | $25,146+1217.4% | $19,030+1640.8% |