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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 | $1,041,568 | $180,466+477.2% | $154,114+575.8% | $135,382+669.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.38% | 888.15%-882.8pp | 735.16%-729.8pp | 519.77%-514.4pp |
| Employer contribution / active EE | $28,685 | $6,035+375.3% | $5,298+441.5% | $4,779+500.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,163 | $16,144-55.6% | $13,411-46.6% | $10,829-33.8% |