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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 | $1,054,151 | $289,211+264.5% | $260,467+304.7% | $198,609+430.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 12.78% | 112.90%-100.1pp | 100.60%-87.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $35,573 | $4,663+662.9% | $4,239+739.3% | $5,055+603.7% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $870,926 | $16,236+5264.2% | $15,461+5533.1% | $19,030+4476.5% |