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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 | $1,185,113 | $148,558+697.7% | $135,925+771.9% | $139,427+750.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.70% | 79.22%-64.5pp | 68.25%-53.6pp | 373.27%-358.6pp |
| Employer contribution / active EE | $10,000 | $5,244+90.7% | $4,857+105.9% | $4,752+110.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $42,210 | $12,401+240.4% | $10,764+292.1% | $11,404+270.1% |