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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 | $208,088+406.6% | $186,193+466.2% | $154,746+581.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.78% | 89.97%-77.2pp | 78.03%-65.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $35,573 | $4,340+719.7% | $3,918+807.9% | $4,379+712.3% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $870,926 | $11,698+7344.9% | $11,058+7776.1% | $14,365+5962.7% |