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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 | $1,050,450 | $111,301+843.8% | $112,977+829.8% | $158,950+560.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.94% | 26.40%-10.5pp | 24.24%-8.3pp | 302.91%-287.0pp |
| Employer contribution / active EE | $38,333 | $4,471+757.3% | $4,255+801.0% | $4,762+705.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,667 | $8,392-20.6% | $6,294+5.9% | $11,248-40.7% |