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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 | $981,318 | $108,911+801.0% | $100,392+877.5% | $145,884+572.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 58.23%-47.6pp | 49.45%-38.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $22,219 | $4,420+402.7% | $3,941+463.7% | $4,662+376.6% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,004 | $9,698+44.4% | $7,904+77.2% | $13,392+4.6% |