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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 | $1,175,851 | $162,529+623.5% | $130,788+799.0% | $154,746+659.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.56% | 510.48%-487.9pp | 386.44%-363.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $44,900 | $4,447+909.6% | $3,558+1162.0% | $4,379+925.3% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,367 | $7,669-3.9% | $6,673+10.4% | $14,365-48.7% |