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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 | $109,967+1187.3% | $97,197+1356.5% | $145,877+870.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 9.65% | 244.27%-234.6pp | 75.47%-65.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $17,554 | $3,077+470.6% | $2,723+544.7% | $4,663+276.5% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,182 | $6,199+80.4% | $5,637+98.4% | $13,402-16.6% |