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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 | $1,001,052 | $227,399+340.2% | $189,758+427.5% | $198,609+404.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.98% | 61.03%-49.0pp | 52.62%-40.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $37,450 | $5,526+577.7% | $4,767+685.7% | $5,055+640.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,169 | $25,162-87.4% | $20,388-84.5% | $19,030-83.3% |