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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 | $1,843,892 | $91,037+1925.4% | $71,671+2472.7% | $147,586+1149.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.25% | 20.48%-1.2pp | 20.65%-1.4pp | 578.59%-559.3pp |
| Employer contribution / active EE | $26,764 | $3,327+704.4% | $2,460+988.1% | $4,876+448.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $56,406 | $8,613+554.9% | $5,558+914.8% | $10,886+418.2% |