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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 | $1,328,385 | $211,239+528.9% | $178,528+644.1% | $145,877+810.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.10% | 30.22%-9.1pp | 27.11%-6.0pp | 551.28%-530.2pp |
| Employer contribution / active EE | $28,172 | $4,570+516.4% | $3,950+613.1% | $4,663+504.2% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $51,519 | $12,095+326.0% | $10,419+394.5% | $13,402+284.4% |