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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 | $1,823,128 | $169,336+976.6% | $129,384+1309.1% | $145,884+1149.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.69% | 14408.70%-14380.0pp | 9461.77%-9433.1pp | 551.85%-523.2pp |
| Employer contribution / active EE | $61,971 | $5,540+1018.6% | $4,153+1392.1% | $4,662+1229.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,487 | $9,912+56.2% | $7,686+101.5% | $13,392+15.6% |