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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 | $1,316,144 | $156,616+740.4% | $133,346+887.0% | $198,609+562.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 8.45% | 44.25%-35.8pp | 36.85%-28.4pp | 202.70%-194.3pp |
| Employer contribution / active EE | $15,013 | $3,368+345.7% | $2,853+426.1% | $5,055+197.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $78,343 | $17,468+348.5% | $14,264+449.2% | $19,030+311.7% |