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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 | $998,590 | $160,028+524.0% | $147,080+578.9% | $145,884+584.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $22,882 | $5,286+332.9% | $4,933+363.8% | $4,662+390.8% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $128,936 | $15,030+757.9% | $12,989+892.7% | $13,392+862.8% |