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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 | $1,050,921 | $106,894+883.1% | $84,016+1150.9% | $152,870+587.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.86% | 104.99%-88.1pp | 71.31%-54.4pp | 345.34%-328.5pp |
| Employer contribution / active EE | $19,989 | $2,734+631.1% | $1,983+907.9% | $4,763+319.7% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15,559 | $8,286+87.8% | $6,101+155.0% | $11,597+34.2% |