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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 | $1,683,813 | $209,874+702.3% | $189,537+788.4% | $167,536+905.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.27% | 748.61%-725.3pp | 555.34%-532.1pp | 478.82%-455.5pp |
| Employer contribution / active EE | $2,390 | $6,913-65.4% | $6,161-61.2% | $4,839-50.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $122,027 | $14,299+753.4% | $12,048+912.8% | $12,315+890.9% |