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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 | $1,066,612 | $123,750+761.9% | $69,611+1432.2% | $145,877+631.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 22.35% | 192.03%-169.7pp | 101.14%-78.8pp | 551.28%-528.9pp |
| Employer contribution / active EE | $12,000 | $2,672+349.2% | $1,709+602.3% | $4,663+157.3% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $52,823 | $7,817+575.8% | $4,696+1024.9% | $13,402+294.1% |