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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 | $1,846,576 | $107,666+1615.1% | $102,184+1707.1% | $154,746+1093.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.50% | 29.33%-8.8pp | 31.58%-11.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $45,301 | $3,846+1077.8% | $3,594+1160.6% | $4,379+934.5% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,654 | $12,943+20.9% | $11,609+34.8% | $14,365+9.0% |