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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 | $1,740,027 | $167,522+938.7% | $151,639+1047.5% | $134,532+1193.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.58% | 7.81%-11.4pp | 3.34%-6.9pp | 418.27%-421.8pp |
| Employer contribution / active EE | $64,298 | $6,828+841.7% | $6,165+943.0% | $4,741+1256.2% |
| Participant deferral / active EE | $2 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $312,235 | $13,780+2165.9% | $11,613+2588.6% | $11,429+2632.1% |