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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 | $1,612,870 | $81,446+1880.3% | $103,374+1460.2% | $80,874+1894.3% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 55.97% | 25.57%+30.4pp | 24.89%+31.1pp | 35.62%+20.4pp |
| Employer contribution / active EE | $28,338 | $3,107+812.0% | $3,869+632.4% | $2,756+928.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $297,164 | $6,715+4325.5% | $8,394+3440.2% | $6,935+4184.9% |