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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 | $1,397,303 | $97,751+1329.5% | $103,447+1250.7% | $145,877+857.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 36.54% | 25.43%+11.1pp | 23.92%+12.6pp | 551.28%-514.7pp |
| Employer contribution / active EE | $11,309 | $4,684+141.4% | $4,678+141.8% | $4,663+142.5% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $114,053 | $12,515+811.3% | $9,415+1111.4% | $13,402+751.0% |