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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 | $1,105,285 | $180,462+512.5% | $154,111+617.2% | $135,379+716.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.72% | 888.17%-882.5pp | 735.18%-729.5pp | 519.79%-514.1pp |
| Employer contribution / active EE | $5,000 | $6,036-17.2% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $1,241 | $5,806-78.6% | $5,081-75.6% | $5,609-77.9% |
| Admin fee / account holder | $61,691 | $16,145+282.1% | $13,411+360.0% | $10,828+469.7% |