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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 | $1,243,396 | $149,040+734.3% | $120,225+934.2% | $137,256+805.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 218.18% | 605.68%-387.5pp | 439.23%-221.0pp | 220.34%-2.2pp |
| Employer contribution / active EE | $35,536 | $4,350+716.9% | $3,475+922.5% | $4,156+755.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,651 | $6,348-42.5% | $5,696-35.9% | $12,270-70.2% |