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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 | $1,424,395 | $201,264+607.7% | $184,185+673.3% | $145,978+875.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.28% | 29.00%-3.7pp | 28.81%-3.5pp | 550.52%-525.2pp |
| Employer contribution / active EE | $13,302 | $7,021+89.5% | $6,426+107.0% | $4,662+185.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,315 | $16,376-61.4% | $13,909-54.6% | $13,400-52.9% |