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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 | $702,492 | $74,879,922-99.1% | $40,145,923-98.3% | $273,972+156.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 8.98% | 2.55%+6.4pp | 5.24%+3.7pp | 41.46%-32.5pp |
| Employer contribution / active EE | $40,948 | $2,350+1642.4% | $1,844+2120.9% | $4,869+741.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,187 | $3,725+119.8% | $2,903+182.0% | $10,133-19.2% |