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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 | $1,569,601 | $227,399+590.2% | $189,758+727.2% | $198,609+690.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.12% | 61.03%-47.9pp | 52.62%-39.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $17,500 | $5,526+216.7% | $4,767+267.1% | $5,055+246.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $45,266 | $25,162+79.9% | $20,388+122.0% | $19,030+137.9% |