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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 | $1,152,930 | $57,352+1910.3% | $83,831+1275.3% | $64,173+1696.6% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.8pp | 69.6%+28.3pp |
| Annual return | 31.16% | 11.38%+19.8pp | 850.99%-819.8pp | 7.63%+23.5pp |
| Employer contribution / active EE | $27,000 | $2,546+960.7% | $3,631+643.6% | $2,381+1034.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $45,869 | $4,046+1033.7% | $5,479+737.2% | $4,887+838.5% |