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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 | $3,304,972 | $156,398+2013.2% | $147,318+2143.4% | $138,895+2279.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.66% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,001 | $4,853-58.8% | $4,593-56.4% | $4,194-52.3% |
| Participant deferral / active EE | $2,350 | $8,237-71.5% | $7,906-70.3% | $6,396-63.3% |
| Admin fee / account holder | $117,020 | $14,976+681.4% | $13,708+753.7% | $12,562+831.5% |