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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 | $1,036,520 | $126,113+721.9% | $116,096+792.8% | $155,188+567.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 14.07% | 391.72%-377.7pp | 326.25%-312.2pp | 148.84%-134.8pp |
| Employer contribution / active EE | $35,614 | $2,672+1233.1% | $2,503+1322.6% | $4,248+738.4% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,714 | $8,045+82.9% | $7,704+91.0% | $14,480+1.6% |