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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 | $1,208,784 | $134,817+796.6% | $123,973+875.0% | $155,188+678.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.90% | 515.49%-502.6pp | 388.13%-375.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $28,984 | $4,425+555.0% | $4,126+602.5% | $4,248+582.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,051 | $13,245-31.7% | $11,799-23.3% | $14,480-37.5% |