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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 | $1,271,827 | $149,679+749.7% | $117,039+986.7% | $147,586+761.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.40% | 19.31%-9.9pp | 18.95%-9.6pp | 578.59%-569.2pp |
| Employer contribution / active EE | $4,989 | $4,937+1.0% | $3,785+31.8% | $4,876+2.3% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $39,085 | $7,856+397.5% | $5,974+554.3% | $10,886+259.0% |