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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 | $1,584,973 | $118,877+1233.3% | $96,570+1541.3% | $167,536+846.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.53% | 50.50%-25.0pp | 37.79%-12.3pp | 478.82%-453.3pp |
| Employer contribution / active EE | $4,726 | $3,121+51.4% | $2,357+100.5% | $4,839-2.3% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,222 | $8,069-84.9% | $6,182-80.2% | $12,315-90.1% |