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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 | $8,793,864 | $209,847+4090.6% | $189,520+4540.1% | $167,518+5149.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.06% | 748.45%-722.4pp | 555.25%-529.2pp | 478.71%-452.6pp |
| Employer contribution / active EE | $41,214 | $6,913+496.2% | $6,161+569.0% | $4,838+751.8% |
| Participant deferral / active EE | $1,250 | $8,934-86.0% | $8,220-84.8% | $6,342-80.3% |
| Admin fee / account holder | $485,348 | $14,295+3295.2% | $12,046+3929.1% | $12,312+3841.9% |