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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 | $4,008,140 | $162,136+2372.1% | $152,301+2531.7% | $154,746+2490.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.99% | 91.02%-65.0pp | 80.50%-54.5pp | 172.34%-146.3pp |
| Employer contribution / active EE | $27,750 | $4,890+467.5% | $4,624+500.1% | $4,379+533.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $750 | $15,759-95.2% | $14,398-94.8% | $14,365-94.8% |