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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 | $1,214,353 | $211,288+474.7% | $178,540+580.2% | $145,884+732.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.17% | 30.27%-18.1pp | 27.15%-15.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $43,600 | $4,574+853.3% | $3,953+1003.0% | $4,662+835.2% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $109,607 | $12,105+805.4% | $10,424+951.5% | $13,392+718.5% |