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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 | $990,482 | $55,902+1671.8% | $76,030+1202.7% | $80,959+1123.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 17.97% | 20.59%-2.6pp | 361.54%-343.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $4,931 | $1,867+164.1% | $2,688+83.5% | $2,757+78.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $36,167 | $5,239+590.3% | $6,421+463.3% | $6,925+422.2% |