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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 | $1,280,701 | $227,291+463.5% | $214,702+496.5% | $155,188+725.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.33% | 60.08%-41.7pp | 54.55%-36.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $24,861 | $6,772+267.1% | $6,461+284.8% | $4,248+485.3% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $38,870 | $20,413+90.4% | $19,830+96.0% | $14,480+168.4% |