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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 | $2,738,649 | $212,386+1189.5% | $199,883+1270.1% | $138,895+1871.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.25% | 47.75%-34.5pp | 43.81%-30.6pp | 145.39%-132.1pp |
| Employer contribution / active EE | $42,696 | $6,625+544.5% | $6,261+581.9% | $4,194+918.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $254,860 | $18,233+1297.8% | $17,268+1375.9% | $12,562+1928.8% |