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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 | $1,213,220 | $93,064+1203.6% | $74,577+1526.8% | $273,972+342.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 14.79% | 26.18%-11.4pp | 20.47%-5.7pp | 41.46%-26.7pp |
| Employer contribution / active EE | $15,833 | $3,160+401.1% | $2,525+527.0% | $4,869+225.2% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $42,761 | $5,273+710.9% | $4,138+933.4% | $10,133+322.0% |