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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 | $1,306,289 | $126,661+931.3% | $113,397+1052.0% | $138,895+840.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.91% | 25.05%-15.1pp | 23.20%-13.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $54,856 | $3,456+1487.2% | $2,977+1742.6% | $4,194+1207.9% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,273 | $14,549-29.4% | $11,957-14.1% | $12,562-18.2% |