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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 | $1,767,395 | $155,555+1036.2% | $146,866+1103.4% | $155,188+1038.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.69% | 115.41%-101.7pp | 102.85%-89.2pp | 148.84%-135.1pp |
| Employer contribution / active EE | $21,487 | $4,647+362.4% | $4,425+385.6% | $4,248+405.8% |
| Participant deferral / active EE | $1,500 | $8,044-81.4% | $7,759-80.7% | $6,531-77.0% |
| Admin fee / account holder | $64,314 | $14,755+335.9% | $13,620+372.2% | $14,480+344.2% |