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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 | $1,724,249 | $185,905+827.5% | $170,057+913.9% | $139,487+1136.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.82% | 60.56%-36.7pp | 53.42%-29.6pp | 373.84%-350.0pp |
| Employer contribution / active EE | $9,204 | $7,597+21.2% | $6,790+35.5% | $4,755+93.6% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $851 | $15,397-94.5% | $12,826-93.4% | $11,407-92.5% |