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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 | $2,688,519 | $239,571+1022.2% | $183,328+1366.5% | $137,256+1858.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.13% | 35.69%-24.6pp | 29.67%-18.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $36,267 | $6,148+490.0% | $5,055+617.4% | $4,156+772.6% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,884 | $30,059-47.2% | $21,427-25.9% | $12,270+29.4% |