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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 | $123,412+764.3% | $69,460+1435.6% | $145,978+630.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 22.35% | 191.25%-168.9pp | 100.80%-78.5pp | 550.52%-528.2pp |
| Employer contribution / active EE | $12,000 | $2,684+347.1% | $1,714+600.1% | $4,662+157.4% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52,823 | $7,816+575.8% | $4,695+1025.0% | $13,400+294.2% |