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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 | $1,527,341 | $197,603+672.9% | $177,827+758.9% | $158,950+860.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.25% | 58.76%-41.5pp | 48.32%-31.1pp | 302.91%-285.7pp |
| Employer contribution / active EE | $17,500 | $6,698+161.3% | $5,918+195.7% | $4,762+267.5% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,629 | $15,402+66.4% | $12,429+106.2% | $11,248+127.8% |