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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 | $1,038,605 | $176,786+487.5% | $146,643+608.3% | $167,536+519.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.69% | 24.04%-8.3pp | 22.75%-7.1pp | 478.82%-463.1pp |
| Employer contribution / active EE | $26,505 | $5,161+413.6% | $4,137+540.7% | $4,839+447.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $26,687 | $13,262+101.2% | $10,280+159.6% | $12,315+116.7% |