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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 | $2,710,501 | $183,516+1377.0% | $155,534+1642.7% | $145,884+1758.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.50% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $12,590 | $5,315+136.9% | $4,675+169.3% | $4,662+170.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $159,491 | $19,293+726.7% | $15,900+903.1% | $13,392+1091.0% |