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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 | $2,284,376 | $111,878+1941.8% | $93,727+2337.3% | $145,897+1465.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 31.31% | 204.28%-173.0pp | 133.83%-102.5pp | 552.29%-521.0pp |
| Employer contribution / active EE | $4,830 | $3,092+56.2% | $2,421+99.5% | $4,663+3.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,369 | $10,256-86.6% | $8,292-83.5% | $13,390-89.8% |