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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 | $81,476+1930.6% | $102,383+1516.0% | $80,925+1944.5% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.7%+30.8pp |
| Annual return | 27.76% | 25.59%+2.2pp | 24.94%+2.8pp | 35.65%-7.9pp |
| Employer contribution / active EE | $40,642 | $3,105+1209.1% | $3,870+950.1% | $2,756+1374.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,138 | $6,717+21.1% | $8,391-3.0% | $6,940+17.3% |