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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 | $1,013,339 | $197,637+412.7% | $177,848+469.8% | $158,982+537.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.47% | 58.77%-48.3pp | 48.33%-37.9pp | 302.99%-292.5pp |
| Employer contribution / active EE | $36,508 | $6,698+445.0% | $5,919+516.8% | $4,763+666.5% |
| Participant deferral / active EE | $2,653 | $8,405-68.4% | $7,714-65.6% | $5,983-55.7% |
| Admin fee / account holder | $560,668 | $15,406+3539.3% | $12,431+4410.1% | $11,252+4883.0% |