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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 | $979,896 | $88,754+1004.1% | $81,820+1097.6% | $145,877+571.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.63% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $10,621 | $3,085+244.2% | $2,915+264.4% | $4,663+127.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,576 | $8,424+13.7% | $7,391+29.6% | $13,402-28.5% |