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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 | $1,311,956 | $161,352+713.1% | $134,172+877.8% | $137,256+855.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.97% | 28.72%-13.7pp | 25.30%-10.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $10,717 | $4,099+161.5% | $3,420+213.4% | $4,156+157.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $38,729 | $15,028+157.7% | $12,016+222.3% | $12,270+215.6% |