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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 | $4,624,481 | $162,136+2752.2% | $152,301+2936.4% | $154,746+2888.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.32% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,452 | $4,890-49.9% | $4,624-47.0% | $4,379-44.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $95,100 | $15,759+503.5% | $14,398+560.5% | $14,365+562.0% |