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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 | $1,147,154 | $162,136+607.5% | $152,301+653.2% | $154,746+641.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.54% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $17,008 | $4,890+247.8% | $4,624+267.8% | $4,379+288.4% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $31,141 | $15,759+97.6% | $14,398+116.3% | $14,365+116.8% |