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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 | $1,670,806 | $176,402+847.2% | $134,162+1145.4% | $158,982+950.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.46% | 63.66%-49.2pp | 36.35%-21.9pp | 302.99%-288.5pp |
| Employer contribution / active EE | $17,100 | $5,042+239.1% | $3,705+361.5% | $4,763+259.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $52,731 | $8,719+504.8% | $6,685+688.7% | $11,252+368.6% |