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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 | $3,924,777 | $103,000+3710.5% | $90,300+4246.4% | $152,885+2467.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.60% | 95.19%-64.6pp | 78.11%-47.5pp | 345.39%-314.8pp |
| Employer contribution / active EE | $61,000 | $3,138+1843.6% | $2,854+2037.3% | $4,763+1180.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $113,959 | $6,173+1745.9% | $5,353+2028.9% | $11,598+882.6% |