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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 | $1,146,090 | $100,147+1044.4% | $81,286+1309.9% | $145,877+685.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 41.20% | 34.44%+6.8pp | 24.80%+16.4pp | 551.28%-510.1pp |
| Employer contribution / active EE | $4,545 | $2,977+52.7% | $2,463+84.6% | $4,663-2.5% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $51,579 | $8,201+528.9% | $5,764+794.9% | $13,402+284.9% |