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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 | $1,096,303 | $254,759+330.3% | $216,567+406.2% | $198,609+452.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.04% | 10.04%-3.0pp | 12.94%-5.9pp | 202.70%-195.7pp |
| Employer contribution / active EE | $12,752 | $6,096+109.2% | $5,216+144.5% | $5,055+152.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,976 | $26,311-35.5% | $21,981-22.8% | $19,030-10.8% |