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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 | $1,008,884 | $78,670+1182.4% | $109,173+824.1% | $85,847+1075.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.26% | 25.09%-8.8pp | 25.75%-9.5pp | 318.61%-302.3pp |
| Employer contribution / active EE | $8,824 | $2,734+222.8% | $3,723+137.0% | $2,565+244.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $33,217 | $5,469+507.3% | $6,755+391.7% | $6,261+430.6% |