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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 | $1,282,935 | $106,247+1107.5% | $96,515+1229.3% | $139,466+819.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.42% | 38.47%-23.0pp | 35.73%-20.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $23,375 | $4,106+469.3% | $3,740+525.1% | $4,754+391.7% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,333 | $7,885+43.7% | $6,735+68.3% | $11,409-0.7% |