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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 | $2,404,332 | $175,257+1271.9% | $149,717+1505.9% | $139,456+1624.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.38% | 166.70%-150.3pp | 134.41%-118.0pp | 373.45%-357.1pp |
| Employer contribution / active EE | $4,273 | $5,477-22.0% | $4,820-11.4% | $4,753-10.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $95,213 | $16,156+489.3% | $13,213+620.6% | $11,407+734.7% |