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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 | $2,529,893 | $110,379+2192.0% | $102,412+2370.3% | $145,884+1634.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 50.28% | 24.84%+25.4pp | 24.94%+25.3pp | 551.85%-501.6pp |
| Employer contribution / active EE | $24,521 | $4,216+481.6% | $3,870+533.6% | $4,662+425.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,000 | $9,745-48.7% | $8,388-40.4% | $13,392-62.7% |