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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 | $167,415+680.3% | $140,514+829.7% | $198,609+557.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.91% | 13.85%-3.9pp | 14.36%-4.4pp | 202.70%-192.8pp |
| Employer contribution / active EE | $54,856 | $4,088+1242.0% | $3,378+1523.8% | $5,055+985.1% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,273 | $16,730-38.6% | $13,697-25.0% | $19,030-46.0% |