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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 | $5,076,755 | $123,793+4001.0% | $177,848+2754.6% | $79,856+6257.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.31% | 22.82%-2.5pp | 48.33%-28.0pp | 31.71%-11.4pp |
| Employer contribution / active EE | $24,110 | $4,095+488.7% | $5,919+307.4% | $2,471+875.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $39,068 | $7,243+439.4% | $12,431+214.3% | $5,306+636.2% |