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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 | $2,343,937 | $136,307+1619.6% | $106,619+2098.4% | $273,972+755.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.73% | 11.05%-2.3pp | 9.42%-0.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $10,432 | $5,190+101.0% | $3,947+164.3% | $4,869+114.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,697 | $8,625+128.4% | $6,418+206.9% | $10,133+94.4% |