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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 | $1,567,061 | $211,105+642.3% | $178,449+778.2% | $145,978+973.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.38% | 30.19%-9.8pp | 27.09%-6.7pp | 550.52%-530.1pp |
| Employer contribution / active EE | $19,724 | $4,569+331.7% | $3,951+399.2% | $4,662+323.1% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,307 | $12,017+2.4% | $10,362+18.8% | $13,400-8.2% |