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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 | $1,092,620 | $118,875+819.1% | $96,572+1031.4% | $167,553+552.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.35% | 50.50%-40.1pp | 37.79%-27.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $1,634 | $3,121-47.6% | $2,357-30.7% | $4,840-66.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,089 | $8,070-86.5% | $6,183-82.4% | $12,316-91.2% |