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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 | $102,609+937.4% | $98,090+985.2% | $138,895+666.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.69% | 36.44%-18.7pp | 37.05%-19.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $42,083 | $3,867+988.2% | $3,606+1066.9% | $4,194+903.4% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $43,545 | $11,434+280.8% | $11,815+268.6% | $12,562+246.6% |