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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 | $1,183,568 | $81,476+1352.7% | $102,383+1056.0% | $80,925+1362.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 36.61% | 25.59%+11.0pp | 24.94%+11.7pp | 35.65%+1.0pp |
| Employer contribution / active EE | $24,305 | $3,105+682.9% | $3,870+528.0% | $2,756+781.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $84,996 | $6,717+1165.3% | $8,391+912.9% | $6,940+1124.7% |