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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 | $1,032,170 | $183,539+462.4% | $155,556+563.5% | $145,897+607.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.14% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,842 | $5,315-65.4% | $4,675-60.6% | $4,663-60.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,234 | $19,275-67.7% | $15,885-60.8% | $13,390-53.4% |