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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 | $1,562,299 | $108,897+1334.7% | $100,378+1456.4% | $145,877+971.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.63% | 58.17%-38.5pp | 49.41%-29.8pp | 551.28%-531.7pp |
| Employer contribution / active EE | $37,524 | $4,420+748.9% | $3,942+851.9% | $4,663+704.7% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $345 | $9,690-96.4% | $7,899-95.6% | $13,402-97.4% |