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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 | $1,206,951 | $109,411+1003.1% | $89,435+1249.5% | $158,982+659.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.22% | 345.68%-321.5pp | 245.55%-221.3pp | 302.99%-278.8pp |
| Employer contribution / active EE | $32,993 | $3,173+939.9% | $2,587+1175.3% | $4,763+592.7% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,262 | $6,159+50.4% | $4,884+89.6% | $11,252-17.7% |