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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 | $1,023,104 | $154,193+563.5% | $130,045+686.7% | $139,466+633.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.93% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.7pp |
| Employer contribution / active EE | $18,247 | $5,292+244.8% | $4,321+322.3% | $4,754+283.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $157,550 | $13,989+1026.2% | $10,600+1386.3% | $11,409+1281.0% |