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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 | $1,284,322 | $209,874+511.9% | $189,537+577.6% | $167,536+666.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.65% | 748.61%-729.0pp | 555.34%-535.7pp | 478.82%-459.2pp |
| Employer contribution / active EE | $21,716 | $6,913+214.1% | $6,161+252.5% | $4,839+348.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,665 | $14,299-60.4% | $12,048-53.0% | $12,315-54.0% |