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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 | $1,793,740 | $155,555+1053.1% | $146,866+1121.3% | $155,188+1055.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.50% | 115.41%-102.9pp | 102.85%-90.4pp | 148.84%-136.3pp |
| Employer contribution / active EE | $2,375 | $4,647-48.9% | $4,425-46.3% | $4,248-44.1% |
| Participant deferral / active EE | $2,375 | $8,044-70.5% | $7,759-69.4% | $6,531-63.6% |
| Admin fee / account holder | $14,130 | $14,755-4.2% | $13,620+3.7% | $14,480-2.4% |