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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 | $1,352,968 | $155,833+768.2% | $124,693+985.0% | $167,536+707.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.33% | 17.98%-5.6pp | 5144.19%-5131.9pp | 478.82%-466.5pp |
| Employer contribution / active EE | $25,000 | $4,164+500.3% | $3,324+652.1% | $4,839+416.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,839,622 | $9,534+19195.8% | $7,494+24447.2% | $12,315+14838.6% |