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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 | $1,105,168 | $201,344+448.9% | $184,243+499.8% | $145,877+657.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.06% | 29.01%-17.9pp | 28.82%-17.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $36,820 | $7,022+424.3% | $6,427+472.9% | $4,663+689.6% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,665 | $16,382-65.4% | $13,914-59.3% | $13,402-57.7% |