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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 | $1,182,974 | $124,351+851.3% | $109,188+983.4% | $167,553+606.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 119.55% | 26.04%+93.5pp | 25.76%+93.8pp | 478.89%-359.3pp |
| Employer contribution / active EE | $16,878 | $4,210+300.9% | $3,723+353.3% | $4,840+248.7% |
| Participant deferral / active EE | $1,167 | $5,257-77.8% | $4,654-74.9% | $6,343-81.6% |
| Admin fee / account holder | $1,189 | $7,975-85.1% | $6,755-82.4% | $12,316-90.3% |