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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 | $1,160,423 | $73,978+1468.6% | $96,515+1102.3% | $75,173+1443.7% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 20.35% | 26.72%-6.4pp | 35.73%-15.4pp | 160.72%-140.4pp |
| Employer contribution / active EE | $29,089 | $2,931+892.6% | $3,740+677.9% | $2,671+989.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $203,260 | $5,219+3794.8% | $6,735+2917.8% | $5,651+3497.2% |