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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 | $7,437,330 | $102,595+7149.2% | $94,057+7807.2% | $154,746+4706.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.71% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $65,585 | $3,147+1983.9% | $2,933+2136.0% | $4,379+1397.7% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $288,363 | $7,736+3627.6% | $7,244+3880.5% | $14,365+1907.4% |