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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 | $1,295,588 | $198,461+552.8% | $170,436+660.2% | $147,585+777.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.90% | 257.30%-247.4pp | 205.94%-196.0pp | 578.57%-568.7pp |
| Employer contribution / active EE | $15,719 | $6,184+154.2% | $5,433+189.3% | $4,876+222.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,735 | $16,852-24.4% | $13,880-8.3% | $10,885+17.0% |