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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 | $2,638,667 | $100,139+2535.0% | $85,187+2997.5% | $145,884+1708.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.15% | 84.15%-66.0pp | 66.67%-48.5pp | 551.85%-533.7pp |
| Employer contribution / active EE | $19,948 | $3,238+516.1% | $2,732+630.0% | $4,662+327.9% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $88,025 | $7,262+1112.1% | $6,162+1328.5% | $13,392+557.3% |