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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 | $1,236,497 | $123,000+905.3% | $105,582+1071.1% | $198,609+522.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 15.85% | 18.31%-2.5pp | 18.61%-2.8pp | 202.70%-186.8pp |
| Employer contribution / active EE | $9,120 | $3,582+154.6% | $2,984+205.6% | $5,055+80.4% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,145 | $16,254-62.2% | $12,856-52.2% | $19,030-67.7% |