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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 | $6,468,625 | $166,131+3793.7% | $164,975+3821.0% | $145,877+4334.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.34% | 100.37%-73.0pp | 70.12%-42.8pp | 551.28%-523.9pp |
| Employer contribution / active EE | $18,200 | $5,276+245.0% | $4,343+319.1% | $4,663+290.3% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $143,898 | $16,648+764.4% | $12,688+1034.1% | $13,402+973.7% |