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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 | $5,148,890 | $105,856+4764.0% | $90,161+5610.8% | $147,586+3388.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.95% | 37.63%-21.7pp | 34.89%-18.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $29,792 | $4,126+622.0% | $3,318+797.9% | $4,876+510.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $171,140 | $8,046+2027.0% | $5,943+2779.6% | $10,886+1472.1% |