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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 | $1,572,905 | $755,339+108.2% | $379,746+314.2% | $158,982+889.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 14.47% | 53.41%-38.9pp | 34.90%-20.4pp | 302.99%-288.5pp |
| Employer contribution / active EE | $33,356 | $4,685+611.9% | $3,540+842.3% | $4,763+600.3% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,111 | $14,482-23.3% | $7,927+40.2% | $11,252-1.3% |