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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 | $1,092,766 | $100,911+982.9% | $90,440+1108.3% | $158,966+587.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.37% | 1726.62%-1716.2pp | 1294.38%-1284.0pp | 302.95%-292.6pp |
| Employer contribution / active EE | $57,000 | $3,690+1444.6% | $3,263+1646.9% | $4,762+1096.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $42,458 | $6,507+552.5% | $5,615+656.2% | $11,250+277.4% |