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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 | $1,322,218 | $81,487+1522.6% | $102,412+1191.1% | $80,935+1533.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 32.16% | 25.60%+6.6pp | 24.94%+7.2pp | 35.66%-3.5pp |
| Employer contribution / active EE | $22,547 | $3,103+626.6% | $3,870+482.6% | $2,757+717.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $53,311 | $6,717+693.6% | $8,388+535.6% | $6,924+669.9% |