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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 | $1,681,703 | $165,381+916.9% | $149,730+1023.2% | $158,966+957.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.24% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.7pp |
| Employer contribution / active EE | $20,721 | $5,104+306.0% | $4,645+346.1% | $4,762+335.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $682 | $10,809-93.7% | $9,310-92.7% | $11,250-93.9% |