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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 | $1,330,347 | $182,442+629.2% | $163,379+714.3% | $138,895+857.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.51% | 72.74%-58.2pp | 63.41%-48.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $39,850 | $4,159+858.1% | $3,752+962.0% | $4,194+850.1% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $110,079 | $10,396+958.9% | $9,818+1021.2% | $12,562+776.3% |