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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 | $1,065,978 | $99,079+975.9% | $78,002+1266.6% | $273,972+289.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.85% | 217.93%-211.1pp | 425.99%-419.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $7,954 | $3,308+140.5% | $2,470+222.0% | $4,869+63.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,042 | $8,954+1.0% | $5,481+65.0% | $10,133-10.8% |