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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 | $1,278,511 | $211,946+503.2% | $169,452+654.5% | $135,379+844.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.88% | 3.26%-0.4pp | 1.83%+1.1pp | 519.79%-516.9pp |
| Employer contribution / active EE | $4,220 | $5,117-17.5% | $4,157+1.5% | $4,779-11.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $71,957 | $11,472+527.3% | $9,110+689.9% | $10,828+564.6% |