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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 | $5,202,834 | $153,769+3283.5% | $133,975+3783.4% | $273,972+1799.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.42% | 36.51%-20.1pp | 29.29%-12.9pp | 41.46%-25.0pp |
| Employer contribution / active EE | $37,411 | $6,029+520.6% | $5,211+617.9% | $4,869+668.4% |
| Participant deferral / active EE | $944 | $6,958-86.4% | $6,282-85.0% | $5,287-82.1% |
| Admin fee / account holder | $264,965 | $11,765+2152.2% | $9,324+2741.6% | $10,133+2515.0% |