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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 | $3,570,054 | $138,393+2479.7% | $184,256+1837.6% | $80,959+4309.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.38% | 20.01%-5.6pp | 28.85%-14.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $57,632 | $4,847+1088.9% | $6,427+796.7% | $2,757+1990.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,706 | $10,489-7.5% | $13,899-30.2% | $6,925+40.2% |