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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 | $3,331,868 | $175,259+1801.1% | $149,723+2125.3% | $139,487+2288.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.78% | 166.82%-153.0pp | 134.50%-120.7pp | 373.84%-360.1pp |
| Employer contribution / active EE | $5,279 | $5,478-3.6% | $4,821+9.5% | $4,755+11.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $17,525 | $16,158+8.5% | $13,215+32.6% | $11,407+53.6% |