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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 | $881,920 | $63,346+1292.2% | $92,240+856.1% | $70,126+1157.6% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 53.41% | 530.19%-476.8pp | 176.29%-122.9pp | 73.15%-19.7pp |
| Employer contribution / active EE | $46,526 | $2,471+1782.7% | $3,680+1164.4% | $2,343+1886.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,044 | $3,841+317.7% | $5,194+208.9% | $4,645+245.4% |