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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 | $2,675,014 | $375,661+612.1% | $312,151+757.0% | $382,429+599.5% |
| Participation rate | 80.0% | 91.4%-11.4pp | 89.1%-9.1pp | 87.7%-7.7pp |
| Annual return | 9.26% | 0.11%+9.2pp | 1.82%+7.4pp | 248.85%-239.6pp |
| Employer contribution / active EE | $19,991 | $9,697+106.2% | $8,031+148.9% | $8,036+148.8% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $103,062 | $64,308+60.3% | $51,799+99.0% | $30,732+235.4% |