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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 | $1,361,867 | $125,184+987.9% | $105,607+1189.6% | $145,884+833.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 29.11% | 225.00%-195.9pp | 116.11%-87.0pp | 551.85%-522.7pp |
| Employer contribution / active EE | $37,894 | $3,720+918.7% | $3,167+1096.6% | $4,662+712.8% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,214 | $17,133+0.5% | $10,958+57.1% | $13,392+28.5% |