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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 | $209,336+1964.4% | $197,124+2092.3% | $137,256+3048.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.93% | 48.09%-35.2pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $45,860 | $6,591+595.8% | $6,227+636.4% | $4,156+1003.5% |
| Participant deferral / active EE | $944 | $9,614-90.2% | $9,135-89.7% | $6,407-85.3% |
| Admin fee / account holder | $331,273 | $17,308+1814.0% | $16,298+1932.6% | $12,270+2599.8% |