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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 | $1,281,756 | $166,242+671.0% | $165,071+676.5% | $145,884+778.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.69% | 100.44%-78.8pp | 70.17%-48.5pp | 551.85%-530.2pp |
| Employer contribution / active EE | $3,000 | $5,283-43.2% | $4,347-31.0% | $4,662-35.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $38,117 | $16,658+128.8% | $12,695+200.2% | $13,392+184.6% |