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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 | $104,953+1043.6% | $84,637+1318.1% | $152,909+684.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.41% | 373.94%-356.5pp | 258.82%-241.4pp | 345.46%-328.1pp |
| Employer contribution / active EE | $11,125 | $3,304+236.8% | $2,653+319.3% | $4,764+133.5% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $47,865 | $6,244+666.5% | $4,914+874.0% | $11,601+312.6% |