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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 | $3,543,713 | $228,352+1451.9% | $185,827+1807.0% | $158,950+2129.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.60% | 40.81%-30.2pp | 35.96%-25.4pp | 302.91%-292.3pp |
| Employer contribution / active EE | $12,494 | $4,967+151.6% | $4,087+205.7% | $4,762+162.4% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $269,345 | $11,867+2169.8% | $9,502+2734.7% | $11,248+2294.5% |