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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 | $1,703,133 | $127,790+1232.8% | $106,554+1498.4% | $167,553+916.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 31.37% | 33.88%-2.5pp | 26.80%+4.6pp | 478.89%-447.5pp |
| Employer contribution / active EE | $40,164 | $3,427+1071.9% | $2,819+1324.6% | $4,840+729.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $16,000 | $11,231+42.5% | $7,408+116.0% | $12,316+29.9% |