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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 | $1,690,532 | $181,062+833.7% | $158,223+968.5% | $155,188+989.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.03% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,839 | $4,565-59.7% | $4,109-55.2% | $4,248-56.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $63,065 | $18,825+235.0% | $16,047+293.0% | $14,480+335.5% |