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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 | $1,378,700 | $169,356+714.1% | $129,406+965.4% | $145,897+845.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.65% | 14418.62%-14405.0pp | 9468.18%-9454.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $23,435 | $5,542+322.9% | $4,155+464.0% | $4,663+402.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $48,343 | $9,915+387.6% | $7,689+528.7% | $13,390+261.0% |