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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 | $1,922,942 | $201,370+854.9% | $184,256+943.6% | $145,897+1218.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.65% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $11,138 | $7,024+58.6% | $6,427+73.3% | $4,663+138.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $93,750 | $16,364+472.9% | $13,899+574.5% | $13,390+600.1% |