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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 | $7,332,561 | $197,603+3610.7% | $177,827+4023.4% | $158,950+4513.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.10% | 58.76%-43.7pp | 48.32%-33.2pp | 302.91%-287.8pp |
| Employer contribution / active EE | $40,068 | $6,698+498.2% | $5,918+577.0% | $4,762+741.4% |
| Participant deferral / active EE | $1,200 | $8,404-85.7% | $7,713-84.4% | $5,983-79.9% |
| Admin fee / account holder | $13,693 | $15,402-11.1% | $12,429+10.2% | $11,248+21.7% |