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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 | $1,575,161 | $154,365+920.4% | $130,231+1109.5% | $139,466+1029.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 12.59% | 30.53%-17.9pp | 38.86%-26.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $35,175 | $5,170+580.4% | $4,126+752.6% | $4,754+639.9% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,712-100.0% |
| Admin fee / account holder | $66,894 | $9,214+626.0% | $6,020+1011.2% | $11,409+486.3% |