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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 | $212,386+1934.8% | $199,883+2062.1% | $138,895+3011.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.93% | 47.75%-34.8pp | 43.81%-30.9pp | 145.39%-132.5pp |
| Employer contribution / active EE | $45,860 | $6,625+592.3% | $6,261+632.4% | $4,194+993.4% |
| Participant deferral / active EE | $944 | $9,617-90.2% | $9,138-89.7% | $6,396-85.2% |
| Admin fee / account holder | $331,273 | $18,233+1716.9% | $17,268+1818.5% | $12,562+2537.1% |