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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 | $4,091,955 | $228,395+1691.6% | $185,861+2101.6% | $158,982+2473.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.35% | 40.82%-29.5pp | 35.96%-24.6pp | 302.99%-291.6pp |
| Employer contribution / active EE | $53,000 | $4,968+966.9% | $4,088+1196.5% | $4,763+1012.8% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,058 | $11,869-91.1% | $9,503-88.9% | $11,252-90.6% |