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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 | $2,956,201 | $232,540+1171.3% | $185,117+1496.9% | $147,586+1903.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.53% | 43.03%-26.5pp | 40.50%-24.0pp | 578.59%-562.1pp |
| Employer contribution / active EE | $53,000 | $5,195+920.2% | $4,182+1167.5% | $4,876+986.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,065 | $10,275-89.6% | $8,159-86.9% | $10,886-90.2% |