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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 | $1,221,604 | $202,342+503.7% | $172,752+607.1% | $152,897+699.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 18.09% | 1029.83%-1011.7pp | 802.97%-784.9pp | 345.43%-327.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,950 | $5,948-67.2% | $5,198-62.5% | $5,851-66.7% |
| Admin fee / account holder | $137,436 | $17,111+703.2% | $13,955+884.9% | $11,599+1084.9% |