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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 | $1,705,058 | $157,276+984.1% | $141,177+1107.7% | $152,885+1015.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.25% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.1pp |
| Employer contribution / active EE | $50,000 | $5,262+850.3% | $4,736+955.8% | $4,763+949.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $115,119 | $12,123+849.6% | $10,263+1021.7% | $11,598+892.6% |