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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 | $1,167,454 | $217,432+436.9% | $185,851+528.2% | $167,553+596.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.92% | 148.43%-125.5pp | 122.11%-99.2pp | 478.89%-456.0pp |
| Employer contribution / active EE | $17,612 | $5,874+199.8% | $5,168+240.8% | $4,840+263.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,307 | $19,820-27.8% | $16,245-11.9% | $12,316+16.2% |