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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 | $1,513,783 | $169,237+794.5% | $129,339+1070.4% | $145,978+937.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.05% | 14364.43%-14356.4pp | 9437.05%-9429.0pp | 550.52%-542.5pp |
| Employer contribution / active EE | $69,000 | $5,540+1145.4% | $4,154+1560.9% | $4,662+1380.1% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,560 | $9,882+17.0% | $7,668+50.8% | $13,400-13.7% |