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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 | $1,798,039 | $210,698+753.4% | $178,014+910.1% | $145,959+1131.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.83% | 386.27%-376.4pp | 294.80%-285.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $66,000 | $4,567+1345.1% | $3,950+1570.9% | $4,661+1316.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,600 | $12,016-86.7% | $10,362-84.6% | $13,398-88.1% |