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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 | $1,714,748 | $127,790+1241.9% | $106,555+1509.3% | $167,536+923.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.94% | 33.88%-15.9pp | 26.80%-8.9pp | 478.82%-460.9pp |
| Employer contribution / active EE | $19,793 | $3,428+477.5% | $2,819+602.1% | $4,839+309.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $24,599 | $11,229+119.1% | $7,408+232.1% | $12,315+99.8% |