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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 | $1,470,053 | $209,874+600.4% | $189,537+675.6% | $167,536+777.5% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 27.11% | 748.61%-721.5pp | 555.34%-528.2pp | 478.82%-451.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,308 | $8,934-85.4% | $8,220-84.1% | $6,342-79.4% |
| Admin fee / account holder | $93,879 | $14,299+556.5% | $12,048+679.2% | $12,315+662.3% |