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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 | $2,215,323 | $176,120+1157.8% | $159,487+1289.0% | $167,553+1222.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.63% | 331.95%-292.3pp | 263.71%-224.1pp | 478.89%-439.3pp |
| Employer contribution / active EE | $27,000 | $5,299+409.5% | $4,831+458.9% | $4,840+457.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,500 | $12,561-88.1% | $10,804-86.1% | $12,316-87.8% |