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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 | $3,714,853 | $82,032+4428.5% | $123,106+2917.6% | $59,633+6129.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 7.01% | 5.12%+1.9pp | 13.22%-6.2pp | 2041.40%-2034.4pp |
| Employer contribution / active EE | $33,344 | $3,297+911.4% | $5,151+547.3% | $2,203+1413.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $782,096 | $5,881+13199.4% | $9,015+8576.0% | $4,297+18100.6% |