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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 | $1,030,585 | $227,291+353.4% | $214,702+380.0% | $155,188+564.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.31% | 60.08%-42.8pp | 54.55%-37.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,333 | $6,772-50.8% | $6,461-48.4% | $4,248-21.5% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $43,688 | $20,413+114.0% | $19,830+120.3% | $14,480+201.7% |