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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 | $1,742,619 | $201,372+765.4% | $184,260+845.7% | $145,884+1094.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.71% | 29.04%-11.3pp | 28.84%-11.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $22,940 | $7,024+226.6% | $6,427+256.9% | $4,662+392.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,813 | $16,362-15.6% | $13,898-0.6% | $13,392+3.1% |