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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 | $3,410,161 | $176,402+1833.2% | $134,162+2441.8% | $158,982+2045.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.08% | 63.66%-54.6pp | 36.35%-27.3pp | 302.99%-293.9pp |
| Employer contribution / active EE | $37,500 | $5,042+643.7% | $3,705+912.2% | $4,763+687.3% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,794 | $8,719-33.5% | $6,685-13.3% | $11,252-48.5% |