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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 | $1,002,350 | $51,207+1857.4% | $70,565+1320.5% | $75,177+1233.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 40.09% | 30.05%+10.0pp | 32.79%+7.3pp | 160.75%-120.7pp |
| Employer contribution / active EE | $5,910 | $1,826+223.6% | $2,976+98.6% | $2,671+121.3% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $45,428 | $4,097+1008.7% | $6,430+606.5% | $5,651+703.9% |