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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 | $1,237,144 | $167,483+638.7% | $115,752+968.8% | $147,586+738.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 13.43% | 12.11%+1.3pp | 19.41%-6.0pp | 578.59%-565.2pp |
| Employer contribution / active EE | $32,330 | $4,960+551.8% | $3,492+825.8% | $4,876+563.0% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $47,209 | $13,069+261.2% | $6,278+652.0% | $10,886+333.7% |