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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 | $1,095,073 | $156,398+600.2% | $147,318+643.3% | $138,895+688.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.26% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $977 | $4,853-79.9% | $4,593-78.7% | $4,194-76.7% |
| Participant deferral / active EE | $450 | $8,237-94.5% | $7,906-94.3% | $6,396-93.0% |
| Admin fee / account holder | $316,934 | $14,976+2016.3% | $13,708+2212.1% | $12,562+2422.9% |