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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 | $1,326,839 | $211,288+528.0% | $178,540+643.2% | $145,884+809.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.08% | 30.27%-18.2pp | 27.15%-15.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $52,800 | $4,574+1054.4% | $3,953+1235.7% | $4,662+1032.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $46,326 | $12,105+282.7% | $10,424+344.4% | $13,392+245.9% |