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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 | $2,026,570 | $127,386+1490.9% | $115,037+1661.7% | $125,388+1516.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.48% | 31.28%-29.8pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $20,365 | $5,166+294.2% | $4,608+342.0% | $4,866+318.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $57,152 | $9,516+500.6% | $8,175+599.1% | $9,541+499.0% |