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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 | $1,863,859 | $165,584+1025.6% | $142,942+1203.9% | $137,256+1257.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 13.60% | 164.22%-150.6pp | 113.70%-100.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $35,544 | $4,725+652.2% | $4,139+758.7% | $4,156+755.2% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $80,638 | $16,167+398.8% | $12,475+546.4% | $12,270+557.2% |