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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 | $1,153,088 | $114,013+911.4% | $103,693+1012.0% | $155,188+643.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.18% | 49.31%-40.1pp | 47.61%-38.4pp | 148.84%-139.7pp |
| Employer contribution / active EE | $49,160 | $3,131+1470.0% | $2,920+1583.4% | $4,248+1057.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,558 | $8,407-45.8% | $7,858-42.0% | $14,480-68.5% |