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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 | $2,774,512 | $159,934+1634.8% | $147,005+1787.4% | $145,959+1800.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.78% | 98.24%-72.5pp | 418.76%-393.0pp | 561.95%-536.2pp |
| Employer contribution / active EE | $21,581 | $5,287+308.2% | $4,934+337.4% | $4,661+363.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,565 | $15,053-83.0% | $13,006-80.3% | $13,398-80.9% |