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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 | $8,639,357 | $101,795+8387.0% | $165,100+5132.8% | $80,959+10571.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.30% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $30,435 | $2,954+930.4% | $4,348+600.0% | $2,757+1003.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $145,735 | $8,221+1672.7% | $12,696+1047.9% | $6,925+2004.4% |