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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 | $1,291,967 | $228,352+465.8% | $185,835+595.2% | $158,966+712.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.64% | 40.81%-33.2pp | 35.96%-28.3pp | 302.95%-295.3pp |
| Employer contribution / active EE | $4,794 | $4,967-3.5% | $4,087+17.3% | $4,762+0.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $91,000 | $11,867+666.9% | $9,502+857.7% | $11,250+708.9% |