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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 | $1,314,285 | $116,167+1031.4% | $64,489+1938.0% | $137,256+857.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 11.75% | 36.55%-24.8pp | 55.03%-43.3pp | 220.34%-208.6pp |
| Employer contribution / active EE | $54,767 | $2,483+2105.9% | $1,523+3495.8% | $4,156+1217.8% |
| Participant deferral / active EE | $330 | $4,215-92.2% | $2,778-88.1% | $6,407-94.8% |
| Admin fee / account holder | $48,161 | $6,188+678.3% | $4,260+1030.6% | $12,270+292.5% |