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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 | $1,401,767 | $110,337+1170.4% | $102,383+1269.1% | $145,877+860.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $43,793 | $4,216+938.7% | $3,870+1031.5% | $4,663+839.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $42,287 | $9,750+333.7% | $8,391+403.9% | $13,402+215.5% |