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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 | $550,082 | $113,174+386.0% | - | $145,897+277.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 10.88% | 21.70%-10.8pp | - | 552.29%-541.4pp |
| Employer contribution / active EE | $24,194 | $5,760+320.0% | - | $4,663+418.9% |
| Participant deferral / active EE | $0 | $5,566-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $13,481 | $6,302+113.9% | - | $13,390+0.7% |