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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 | $1,068,155 | $148,629+618.7% | $135,982+685.5% | $139,487+665.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.70% | 79.33%-65.6pp | 68.32%-54.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $5,399 | $5,247+2.9% | $4,859+11.1% | $4,755+13.6% |
| Participant deferral / active EE | $17 | $8,102-99.8% | $7,760-99.8% | $6,713-99.8% |
| Admin fee / account holder | $8,402 | $12,406-32.3% | $10,767-22.0% | $11,407-26.3% |