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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 | $1,476,161 | $211,288+598.6% | $178,540+726.8% | $145,884+911.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.21% | 30.27%-16.1pp | 27.15%-12.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $46,916 | $4,574+925.8% | $3,953+1086.9% | $4,662+906.3% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $54,159 | $12,105+347.4% | $10,424+419.5% | $13,392+304.4% |