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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 | $1,443,926 | $227,597+534.4% | $189,575+661.7% | $167,536+761.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.49% | 78.44%-61.9pp | 64.19%-47.7pp | 478.82%-462.3pp |
| Employer contribution / active EE | $28,323 | $5,316+432.8% | $4,412+542.0% | $4,839+485.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $27,120 | $11,877+128.3% | $9,806+176.6% | $12,315+120.2% |