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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 | $1,200,196 | $104,907+1044.1% | $84,610+1318.5% | $152,870+685.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.41% | 373.79%-356.4pp | 258.74%-241.3pp | 345.34%-327.9pp |
| Employer contribution / active EE | $11,125 | $3,301+237.0% | $2,652+319.5% | $4,763+133.6% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $47,865 | $6,241+667.0% | $4,912+874.4% | $11,597+312.7% |