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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 | $994,379 | $88,672+1021.4% | $105,223+845.0% | $82,448+1106.1% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 39.28% | 30.86%+8.4pp | 180.65%-141.4pp | 41.64%-2.4pp |
| Employer contribution / active EE | $25,786 | $3,048+746.0% | $3,689+599.1% | $2,551+910.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,128 | $7,146-0.2% | $8,859-19.5% | $7,234-1.5% |