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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 | $1,011,270 | $115,810+773.2% | $101,271+898.6% | $158,966+536.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.85% | 56.15%-39.3pp | 46.48%-29.6pp | 302.95%-286.1pp |
| Employer contribution / active EE | $20,225 | $4,175+384.4% | $3,660+452.6% | $4,762+324.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,086 | $7,248+25.4% | $5,948+52.8% | $11,250-19.2% |