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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 | $1,580,042 | $115,814+1264.3% | $101,275+1460.2% | $158,982+893.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.58% | 56.16%-46.6pp | 46.48%-36.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $16,642 | $4,176+298.6% | $3,660+354.7% | $4,763+249.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $81,717 | $7,249+1027.3% | $5,948+1273.9% | $11,252+626.3% |