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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 | $1,042,421 | $136,860+661.7% | $120,344+766.2% | $154,746+573.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.97% | 21.38%-10.4pp | 20.30%-9.3pp | 172.34%-161.4pp |
| Employer contribution / active EE | $30,540 | $3,533+764.4% | $3,020+911.2% | $4,379+597.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $37,305 | $15,393+142.4% | $12,742+192.8% | $14,365+159.7% |