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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 | $885,714 | $91,559+867.4% | $133,978+561.1% | $79,856+1009.1% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 27.03% | 61.85%-34.8pp | 45.10%-18.1pp | 31.71%-4.7pp |
| Employer contribution / active EE | $24,487 | $2,384+927.2% | $3,919+524.8% | $2,471+890.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,924 | $6,321+151.9% | $8,930+78.3% | $5,306+200.1% |