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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 | $1,066,789 | $201,264+430.0% | $184,185+479.2% | $145,978+630.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.75% | 29.00%-16.2pp | 28.81%-16.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $37,504 | $7,021+434.2% | $6,426+483.7% | $4,662+704.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,219 | $16,376-80.3% | $13,909-76.9% | $13,400-76.0% |