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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 | $1,031,187 | $127,266+710.3% | $109,894+838.3% | $167,497+515.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 23.50% | 22.97%+0.5pp | 29.46%-6.0pp | 478.62%-455.1pp |
| Employer contribution / active EE | $707 | $3,323-78.7% | $2,843-75.1% | $4,838-85.4% |
| Participant deferral / active EE | $0 | $4,516-100.0% | $4,049-100.0% | $6,341-100.0% |
| Admin fee / account holder | $29,644 | $7,115+316.7% | $6,066+388.7% | $12,310+140.8% |