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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 | $1,520,492 | $183,516+728.5% | $155,534+877.6% | $145,884+942.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.91% | 61.43%-35.5pp | 64.92%-39.0pp | 551.85%-525.9pp |
| Employer contribution / active EE | $10,594 | $5,315+99.3% | $4,675+126.6% | $4,662+127.2% |
| Participant deferral / active EE | $931 | $6,467-85.6% | $5,630-83.5% | $6,690-86.1% |
| Admin fee / account holder | $6,809 | $19,293-64.7% | $15,900-57.2% | $13,392-49.2% |