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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 | $1,973,878 | $183,516+975.6% | $155,534+1169.1% | $145,884+1253.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 82.69% | 61.43%+21.3pp | 64.92%+17.8pp | 551.85%-469.2pp |
| Employer contribution / active EE | $14,482 | $5,315+172.5% | $4,675+209.8% | $4,662+210.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,168 | $19,293-68.0% | $15,900-61.2% | $13,392-53.9% |