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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 | $1,025,439 | $162,136+532.5% | $152,301+573.3% | $154,746+562.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.91% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $66,942 | $4,890+1268.9% | $4,624+1347.6% | $4,379+1428.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $54,167 | $15,759+243.7% | $14,398+276.2% | $14,365+277.1% |