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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 | $1,511,310 | $183,627+723.0% | $155,602+871.3% | $145,978+935.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.53% | 61.32%-41.8pp | 64.81%-45.3pp | 550.52%-531.0pp |
| Employer contribution / active EE | $35,000 | $5,316+558.4% | $4,675+648.6% | $4,662+650.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $67,869 | $19,327+251.2% | $15,923+326.2% | $13,400+406.5% |