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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 | $282,059+853.2% | $213,469+1159.4% | $154,746+1637.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.13% | 20.90%-9.8pp | 20.58%-9.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $36,267 | $6,189+486.0% | $4,994+626.2% | $4,379+728.2% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,884 | $37,435-57.6% | $27,141-41.5% | $14,365+10.6% |