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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 | $1,772,245 | $226,105+683.8% | $182,540+870.9% | $152,897+1059.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.91% | 192.58%-172.7pp | 148.58%-128.7pp | 345.43%-325.5pp |
| Employer contribution / active EE | $38,448 | $4,978+672.3% | $4,076+843.4% | $4,764+707.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,880 | $10,706-82.4% | $8,593-78.1% | $11,599-83.8% |