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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 | $3,964,008 | $142,972+2672.6% | $214,702+1746.3% | $86,983+4457.2% |
| Participation rate | 96.6% | 84.9%+11.7pp | 87.5%+9.1pp | 69.5%+27.0pp |
| Annual return | 12.76% | 18.49%-5.7pp | 54.55%-41.8pp | 25.83%-13.1pp |
| Employer contribution / active EE | $68,563 | $4,635+1379.3% | $6,461+961.2% | $2,584+2552.9% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $808 | $17,617-95.4% | $19,830-95.9% | $7,856-89.7% |