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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 | $3,398,388 | $167,533+1928.5% | $151,645+2141.0% | $134,545+2425.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.08% | 7.81%-0.7pp | 3.34%+3.7pp | 418.37%-411.3pp |
| Employer contribution / active EE | $51,428 | $6,828+653.2% | $6,165+734.2% | $4,742+984.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $109,825 | $13,781+697.0% | $11,614+845.6% | $11,431+860.8% |