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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 | $917,807 | $202,440+353.4% | $169,390+441.8% | $139,466+558.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 532.36%-519.8pp | 406.07%-393.5pp | 373.66%-361.1pp |
| Employer contribution / active EE | $29,746 | $4,693+533.8% | $4,013+641.3% | $4,754+525.7% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,137,645 | $10,722+19836.5% | $9,015+23612.5% | $11,409+18637.0% |