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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 | $1,611,767 | $132,634+1115.2% | $115,768+1292.2% | $137,256+1074.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.02% | 160.70%-143.7pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $37,534 | $3,360+1017.2% | $2,940+1176.8% | $4,156+803.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19,429 | $15,028+29.3% | $12,439+56.2% | $12,270+58.3% |