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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 | $1,978,657 | $165,361+1096.6% | $149,715+1221.6% | $158,950+1144.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.37% | 348.24%-328.9pp | 276.66%-257.3pp | 302.91%-283.5pp |
| Employer contribution / active EE | $15,040 | $5,103+194.7% | $4,645+223.8% | $4,762+215.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $71,766 | $10,808+564.0% | $9,310+670.9% | $11,248+538.0% |