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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 | $1,462,912 | $175,231+734.8% | $149,696+877.3% | $139,466+948.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.34% | 166.77%-144.4pp | 134.46%-112.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $50,000 | $5,478+812.7% | $4,821+937.2% | $4,754+951.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,580 | $16,155+8.8% | $13,212+33.1% | $11,409+54.1% |