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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 | $2,421,108 | $190,916+1168.2% | $160,037+1412.8% | $134,545+1699.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 6.00% | 552.79%-546.8pp | 408.95%-403.0pp | 418.37%-412.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $420 | $6,925-93.9% | $6,184-93.2% | $6,401-93.4% |
| Admin fee / account holder | $2,764,875 | $10,497+26240.7% | $8,716+31620.8% | $11,431+24088.2% |