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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 | $1,654,486 | $81,504+1930.0% | $102,437+1515.1% | $80,959+1943.6% |
| Participation rate | 98.5% | 66.9%+31.6pp | 74.5%+24.0pp | 67.7%+30.8pp |
| Annual return | 27.76% | 25.60%+2.2pp | 24.95%+2.8pp | 35.67%-7.9pp |
| Employer contribution / active EE | $40,642 | $3,104+1209.5% | $3,871+950.0% | $2,757+1374.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,138 | $6,719+21.1% | $8,388-3.0% | $6,925+17.5% |