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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 | $1,338,536 | $157,296+751.0% | $141,191+848.0% | $152,897+775.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.08% | 64.34%-45.3pp | 71.41%-52.3pp | 345.43%-326.4pp |
| Employer contribution / active EE | $42,831 | $5,262+713.9% | $4,736+804.4% | $4,764+799.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,738 | $12,125+87.5% | $10,264+121.5% | $11,599+96.0% |