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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 | $1,972,756 | $183,539+974.8% | $155,556+1168.2% | $145,897+1252.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 61.31%-48.3pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $68,035 | $5,315+1180.0% | $4,675+1355.2% | $4,663+1359.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,411 | $19,275+16.3% | $15,885+41.1% | $13,390+67.4% |