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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 | $1,413,510 | $165,361+754.8% | $149,715+844.1% | $158,950+789.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.07% | 348.24%-330.2pp | 276.66%-258.6pp | 302.91%-284.8pp |
| Employer contribution / active EE | $30,185 | $5,103+491.5% | $4,645+549.9% | $4,762+533.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,112 | $10,808-89.7% | $9,310-88.1% | $11,248-90.1% |