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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 | $103,038+3709.1% | $90,324+4245.2% | $152,909+2466.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.60% | 95.25%-64.7pp | 78.15%-47.6pp | 345.46%-314.9pp |
| Employer contribution / active EE | $61,000 | $3,141+1842.3% | $2,856+2036.0% | $4,764+1180.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $113,959 | $6,177+1744.8% | $5,356+2027.8% | $11,601+882.3% |