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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 | $1,131,603 | $150,445+652.2% | $136,297+730.2% | $147,585+666.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.03% | 1049.14%-1037.1pp | 5156.16%-5144.1pp | 578.57%-566.5pp |
| Employer contribution / active EE | $39,397 | $5,256+649.5% | $4,696+739.0% | $4,876+707.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,452 | $10,906-22.5% | $9,244-8.6% | $10,885-22.4% |