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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 | $4,784,618 | $176,120+2616.7% | $159,487+2900.0% | $167,553+2755.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.25% | 331.95%-303.7pp | 263.71%-235.5pp | 478.89%-450.6pp |
| Employer contribution / active EE | $22,278 | $5,299+320.4% | $4,831+361.1% | $4,840+360.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $333,395 | $12,561+2554.2% | $10,804+2985.9% | $12,316+2606.9% |