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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 | $1,303,846 | $99,994+1203.9% | $146,647+789.1% | $85,851+1418.7% |
| Participation rate | 94.0% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.7pp |
| Annual return | 79.58% | 18.93%+60.6pp | 22.75%+56.8pp | 318.63%-239.1pp |
| Employer contribution / active EE | $20,726 | $2,559+709.9% | $4,137+401.0% | $2,565+707.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,857 | $7,703+66.9% | $10,281+25.1% | $6,261+105.4% |