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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 | $1,592,851 | $185,225+760.0% | $142,898+1014.7% | $167,553+850.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 19.33% | 8558.12%-8538.8pp | 5639.64%-5620.3pp | 478.89%-459.6pp |
| Employer contribution / active EE | $30,733 | $5,607+448.1% | $4,146+641.3% | $4,840+535.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $42,445 | $8,032+428.4% | $6,560+547.0% | $12,316+244.6% |