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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 | $1,149,441 | $198,462+479.2% | $170,439+574.4% | $147,585+678.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.11% | 257.30%-238.2pp | 205.94%-186.8pp | 578.58%-559.5pp |
| Employer contribution / active EE | $9,880 | $6,184+59.8% | $5,433+81.9% | $4,876+102.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,513 | $16,852-91.0% | $13,881-89.1% | $10,886-86.1% |