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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 | $3,159,351 | $160,028+1874.2% | $147,080+2048.0% | $145,884+2065.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.66% | 98.60%-51.9pp | 420.17%-373.5pp | 551.85%-505.2pp |
| Employer contribution / active EE | $27,800 | $5,286+426.0% | $4,933+463.5% | $4,662+496.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $95,688 | $15,030+536.6% | $12,989+636.7% | $13,392+614.5% |