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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 | $2,044,727 | $177,353+1052.9% | $158,226+1192.3% | $198,609+929.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 16.49% | 599.50%-583.0pp | 501.41%-484.9pp | 202.70%-186.2pp |
| Employer contribution / active EE | $70,000 | $3,239+2061.4% | $2,986+2244.7% | $5,055+1284.7% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,551 | $10,960-49.4% | $10,217-45.7% | $19,030-70.8% |