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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 | $1,415,636 | $110,093+1185.9% | $97,295+1355.0% | $145,897+870.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 9.65% | 244.76%-235.1pp | 75.62%-66.0pp | 552.29%-542.6pp |
| Employer contribution / active EE | $17,554 | $3,077+470.4% | $2,723+544.7% | $4,663+276.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,182 | $6,212+80.0% | $5,646+98.0% | $13,390-16.5% |