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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 | $1,103,755 | $185,905+493.7% | $170,057+549.0% | $139,487+691.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.90% | 60.56%-46.7pp | 53.42%-39.5pp | 373.84%-359.9pp |
| Employer contribution / active EE | $60,117 | $7,597+691.3% | $6,790+785.3% | $4,755+1164.4% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $136,440 | $15,397+786.2% | $12,826+963.8% | $11,407+1096.1% |