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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 | $1,945,418 | $101,063+1825.0% | $81,473+2287.8% | $147,586+1218.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.35% | 32.41%-20.1pp | 38.78%-26.4pp | 578.59%-566.2pp |
| Employer contribution / active EE | $19,688 | $3,206+514.2% | $2,568+666.7% | $4,876+303.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $64,656 | $5,812+1012.4% | $4,561+1317.5% | $10,886+494.0% |