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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 | $1,251,861 | $89,259+1302.5% | $107,187+1067.9% | $82,637+1414.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.79% | 21.02%-2.2pp | 204.55%-185.8pp | 53.51%-34.7pp |
| Employer contribution / active EE | $35,526 | $3,080+1053.4% | $3,782+839.3% | $2,552+1292.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $78,002 | $7,381+956.7% | $9,162+751.3% | $7,339+962.9% |