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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 | $2,219,853 | $227,633+875.2% | $189,597+1070.8% | $167,553+1224.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.93% | 78.45%-64.5pp | 64.20%-50.3pp | 478.89%-465.0pp |
| Employer contribution / active EE | $16,708 | $5,317+214.2% | $4,412+278.7% | $4,840+245.2% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $85,407 | $11,879+619.0% | $9,807+770.9% | $12,316+593.4% |