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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 | $2,323,099 | $185,312+1153.6% | $161,489+1338.6% | $154,746+1401.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.50% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,959 | $4,769+4.0% | $4,268+16.2% | $4,379+13.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,269 | $18,654-18.1% | $16,006-4.6% | $14,365+6.3% |