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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 | $1,615,962 | $111,878+1344.4% | $93,727+1624.1% | $145,897+1007.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.54% | 204.28%-195.7pp | 133.83%-125.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $16,321 | $3,092+427.8% | $2,421+574.0% | $4,663+250.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,953 | $10,256+143.3% | $8,292+200.9% | $13,390+86.3% |