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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 | $1,495,682 | $80,992+1746.7% | $96,534+1449.4% | $75,173+1889.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 123.70% | 27.05%+96.6pp | 25.88%+97.8pp | 160.72%-37.0pp |
| Employer contribution / active EE | $686 | $2,283-70.0% | $2,965-76.9% | $2,671-74.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $450 | $6,717-93.3% | $8,253-94.6% | $5,651-92.0% |