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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 | $111,785+1345.6% | $93,669+1625.2% | $145,877+1007.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.54% | 203.79%-195.2pp | 133.59%-125.1pp | 551.28%-542.7pp |
| Employer contribution / active EE | $16,321 | $3,096+427.2% | $2,424+573.4% | $4,663+250.0% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,953 | $10,256+143.3% | $8,291+201.0% | $13,402+86.2% |