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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 | $1,047,578 | $198,457+427.9% | $170,435+514.7% | $147,586+609.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.01% | 257.30%-236.3pp | 205.94%-184.9pp | 578.59%-557.6pp |
| Employer contribution / active EE | $54,000 | $6,183+773.3% | $5,432+894.0% | $4,876+1007.4% |
| Participant deferral / active EE | $1,000 | $5,629-82.2% | $4,939-79.8% | $5,439-81.6% |
| Admin fee / account holder | $7,952 | $16,852-52.8% | $13,881-42.7% | $10,886-27.0% |