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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 | $1,244,061 | $181,062+587.1% | $158,223+686.3% | $155,188+701.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.25% | 57.39%-47.1pp | 52.09%-41.8pp | 148.84%-138.6pp |
| Employer contribution / active EE | $101,371 | $4,565+2120.8% | $4,109+2367.2% | $4,248+2286.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $281,955 | $18,825+1397.8% | $16,047+1657.0% | $14,480+1847.2% |