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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 | $1,156,842 | $154,754+647.5% | $124,206+831.4% | $138,895+732.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 11.32% | 709.28%-698.0pp | 515.27%-504.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $37,080 | $4,446+734.0% | $3,540+947.4% | $4,194+784.1% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $52,507 | $6,690+684.9% | $5,929+785.7% | $12,562+318.0% |