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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 | $1,102,332 | $289,211+281.2% | $260,467+323.2% | $198,609+455.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 3.43% | 112.90%-109.5pp | 100.60%-97.2pp | 202.70%-199.3pp |
| Employer contribution / active EE | $26,125 | $4,663+460.3% | $4,239+516.4% | $5,055+416.8% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $41,681 | $16,236+156.7% | $15,461+169.6% | $19,030+119.0% |