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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 | $1,285,536 | $138,072+831.1% | $123,549+940.5% | $135,382+849.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.84% | 153.69%-148.9pp | 119.20%-114.4pp | 519.77%-514.9pp |
| Employer contribution / active EE | $1,350 | $5,152-73.8% | $4,628-70.8% | $4,779-71.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $72,500 | $10,917+564.1% | $9,284+680.9% | $10,829+569.5% |