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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 | $1,693,211 | $106,974+1482.8% | $90,796+1764.8% | $138,895+1119.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 15.14% | 20.10%-5.0pp | 19.29%-4.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $36,895 | $2,609+1314.3% | $2,294+1508.5% | $4,194+779.7% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $34,792 | $8,626+303.3% | $7,024+395.4% | $12,562+177.0% |