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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 | $1,482,419 | $150,346+886.0% | $120,524+1130.0% | $145,877+916.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 154.40%-141.4pp | 107.36%-94.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $29,732 | $4,353+583.0% | $3,469+757.1% | $4,663+537.6% |
| Participant deferral / active EE | $46 | $6,172-99.2% | $4,994-99.1% | $6,691-99.3% |
| Admin fee / account holder | $2,568 | $12,215-79.0% | $9,440-72.8% | $13,402-80.8% |