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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 | $1,341,861 | $182,442+635.5% | $163,379+721.3% | $138,895+866.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 250.66% | 72.74%+177.9pp | 63.41%+187.3pp | 145.39%+105.3pp |
| Employer contribution / active EE | $21,562 | $4,159+418.4% | $3,752+474.6% | $4,194+414.1% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,419 | $10,396+19.5% | $9,818+26.5% | $12,562-1.1% |