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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 | $167,030+644.4% | $135,768+815.8% | $155,188+701.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 218.18% | 678.39%-460.2pp | 526.10%-307.9pp | 148.84%+69.3pp |
| Employer contribution / active EE | $35,536 | $4,132+759.9% | $3,394+947.0% | $4,248+736.6% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,651 | $8,172-55.3% | $7,048-48.2% | $14,480-74.8% |