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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 | $81,476+1879.6% | $102,383+1475.3% | $80,925+1893.0% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 55.97% | 25.59%+30.4pp | 24.94%+31.0pp | 35.65%+20.3pp |
| Employer contribution / active EE | $28,338 | $3,105+812.7% | $3,870+632.2% | $2,756+928.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $297,164 | $6,717+4323.8% | $8,391+3441.3% | $6,940+4181.8% |