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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 | $1,451,355 | $201,264+621.1% | $184,185+688.0% | $145,978+894.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.73% | 29.00%-17.3pp | 28.81%-17.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,255 | $7,021-67.9% | $6,426-64.9% | $4,662-51.6% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $50,500 | $16,376+208.4% | $13,909+263.1% | $13,400+276.9% |