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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 | $1,536,948 | $97,648+1474.0% | $121,663+1163.3% | $87,485+1656.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 18.47% | 18.03%+0.4pp | 147.54%-129.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $18,743 | $2,300+714.8% | $3,020+520.6% | $2,596+621.9% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,588 | $11,100-76.7% | $14,289-81.9% | $7,775-66.7% |