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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 | $2,188,691 | $148,629+1372.6% | $135,982+1509.5% | $139,487+1469.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.30% | 79.33%-38.0pp | 68.32%-27.0pp | 373.84%-332.5pp |
| Employer contribution / active EE | $16,141 | $5,247+207.6% | $4,859+232.2% | $4,755+239.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,755 | $12,406-85.9% | $10,767-83.7% | $11,407-84.6% |