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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 | $2,625,872 | $169,356+1450.5% | $129,406+1929.2% | $145,897+1699.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.28% | 14418.62%-14406.3pp | 9468.18%-9455.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $38,518 | $5,542+595.0% | $4,155+827.0% | $4,663+726.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $843 | $9,915-91.5% | $7,689-89.0% | $13,390-93.7% |