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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 | $1,030,251 | $166,268+519.6% | $165,100+524.0% | $145,897+606.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.73% | 100.52%-89.8pp | 70.21%-59.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $62,050 | $5,284+1074.3% | $4,348+1327.1% | $4,663+1230.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $48,726 | $16,659+192.5% | $12,696+283.8% | $13,390+263.9% |