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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 | $1,695,123 | $109,967+1441.5% | $97,197+1644.0% | $145,877+1062.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 244.27%-231.0pp | 75.47%-62.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $69,000 | $3,077+2142.7% | $2,723+2434.2% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,967 | $6,199-19.9% | $5,637-11.9% | $13,402-62.9% |