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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 | $1,064,506 | $100,970+954.3% | $96,576+1002.2% | $137,256+675.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.69% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $42,083 | $3,809+1004.8% | $3,553+1084.4% | $4,156+912.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $43,545 | $11,312+285.0% | $11,381+282.6% | $12,270+254.9% |