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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 | $1,624,670 | $166,242+877.3% | $165,071+884.2% | $145,884+1013.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.69% | 100.44%-83.7pp | 70.17%-53.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $51,500 | $5,283+874.8% | $4,347+1084.6% | $4,662+1004.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,782 | $16,658-5.3% | $12,695+24.3% | $13,392+17.8% |