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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 | $1,172,010 | $99,668+1075.9% | $86,451+1255.7% | $134,545+771.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.59% | 6789.61%-6782.0pp | 4398.51%-4390.9pp | 418.37%-410.8pp |
| Employer contribution / active EE | $29,400 | $4,403+567.7% | $3,770+679.9% | $4,742+520.0% |
| Participant deferral / active EE | $625 | $7,249-91.4% | $6,953-91.0% | $6,401-90.2% |
| Admin fee / account holder | $13,316 | $8,377+59.0% | $6,734+97.7% | $11,431+16.5% |