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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 | $1,406,015 | $183,539+666.1% | $155,556+803.9% | $145,897+863.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.50% | 61.31%-19.8pp | 64.84%-23.3pp | 552.29%-510.8pp |
| Employer contribution / active EE | $1,429 | $5,315-73.1% | $4,675-69.4% | $4,663-69.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $49,957 | $19,275+159.2% | $15,885+214.5% | $13,390+273.1% |