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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 | $3,059,101 | $201,344+1419.3% | $184,243+1560.4% | $145,877+1997.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.93% | 29.01%-14.1pp | 28.82%-13.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $41,000 | $7,022+483.8% | $6,427+537.9% | $4,663+779.3% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $118,673 | $16,382+624.4% | $13,914+752.9% | $13,402+785.5% |