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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 | $1,054,051 | $166,131+534.5% | $164,975+538.9% | $145,877+622.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 17.60% | 100.37%-82.8pp | 70.12%-52.5pp | 551.28%-533.7pp |
| Employer contribution / active EE | $39,146 | $5,276+642.0% | $4,343+801.4% | $4,663+739.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $151,786 | $16,648+811.7% | $12,688+1096.3% | $13,402+1032.5% |