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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 | $1,977,131 | $72,273+2635.7% | $101,275+1852.2% | $79,856+2375.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 56.26% | 22.30%+34.0pp | 46.48%+9.8pp | 31.71%+24.5pp |
| Employer contribution / active EE | $36,043 | $2,691+1239.3% | $3,660+884.8% | $2,471+1358.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $177,659 | $4,401+3936.5% | $5,948+2886.9% | $5,306+3248.0% |