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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 | $1,293,370 | $107,368+1104.6% | $92,915+1292.0% | $152,909+745.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.87% | 145.64%-132.8pp | 109.45%-96.6pp | 345.46%-332.6pp |
| Employer contribution / active EE | $20,500 | $4,222+385.5% | $3,653+461.1% | $4,764+330.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $55,424 | $7,082+682.6% | $5,796+856.3% | $11,601+377.8% |