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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 | $1,596,569 | $148,623+974.2% | $135,974+1074.2% | $139,466+1044.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 68.81% | 79.30%-10.5pp | 68.30%+0.5pp | 373.66%-304.9pp |
| Employer contribution / active EE | $10,761 | $5,246+105.1% | $4,859+121.5% | $4,754+126.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,092 | $12,406-91.2% | $10,767-89.9% | $11,409-90.4% |