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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 | $1,265,959 | $183,627+589.4% | $155,602+713.6% | $145,978+767.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.76% | 61.32%-20.6pp | 64.81%-24.1pp | 550.52%-509.8pp |
| Employer contribution / active EE | $24,709 | $5,316+364.8% | $4,675+428.5% | $4,662+430.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,063 | $19,327+102.1% | $15,923+145.3% | $13,400+191.5% |