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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 | $1,129,740 | $198,457+469.3% | $170,435+562.9% | $147,586+665.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.91% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,024 | $6,183-51.1% | $5,432-44.3% | $4,876-38.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $127,500 | $16,852+656.6% | $13,881+818.5% | $10,886+1071.3% |