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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 | $1,766,077 | $116,167+1420.3% | $64,489+2638.6% | $137,256+1186.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 19.20% | 36.55%-17.3pp | 55.03%-35.8pp | 220.34%-201.1pp |
| Employer contribution / active EE | $30,000 | $2,483+1108.4% | $1,523+1869.7% | $4,156+621.8% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,954 | $6,188+28.5% | $4,260+86.7% | $12,270-35.2% |