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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 | $1,527,639 | $165,399+823.6% | $149,745+920.2% | $158,982+860.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.85% | 348.34%-338.5pp | 276.72%-266.9pp | 302.99%-293.1pp |
| Employer contribution / active EE | $41,293 | $5,105+708.9% | $4,646+788.9% | $4,763+767.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,640 | $10,811+7.7% | $9,312+25.0% | $11,252+3.4% |