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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 | $1,089,936 | $211,224+416.0% | $178,505+510.6% | $145,897+647.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.71% | 30.28%-14.6pp | 27.16%-11.4pp | 552.29%-536.6pp |
| Employer contribution / active EE | $7,950 | $4,577+73.7% | $3,955+101.0% | $4,663+70.5% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $48,865 | $12,109+303.5% | $10,428+368.6% | $13,390+264.9% |