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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 | $1,863,859 | $182,823+919.5% | $161,596+1053.4% | $198,609+838.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 13.60% | 484.64%-471.0pp | 389.92%-376.3pp | 202.70%-189.1pp |
| Employer contribution / active EE | $35,544 | $4,109+765.0% | $3,977+793.8% | $5,055+603.1% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $80,638 | $15,687+414.0% | $13,161+512.7% | $19,030+323.7% |