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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 | $1,176,012 | $254,759+361.6% | $216,567+443.0% | $198,609+492.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.22% | 10.04%+4.2pp | 12.94%+1.3pp | 202.70%-188.5pp |
| Employer contribution / active EE | $34,461 | $6,096+465.3% | $5,216+560.7% | $5,055+581.7% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $76,546 | $26,311+190.9% | $21,981+248.2% | $19,030+302.2% |