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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 | $1,873,843 | $185,312+911.2% | $161,489+1060.4% | $154,746+1110.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 32.21% | 103.84%-71.6pp | 89.72%-57.5pp | 172.34%-140.1pp |
| Employer contribution / active EE | $6,091 | $4,769+27.7% | $4,268+42.7% | $4,379+39.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $64,525 | $18,654+245.9% | $16,006+303.1% | $14,365+349.2% |