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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 | $2,361,117 | $197,819+1093.6% | $155,789+1415.6% | $125,388+1783.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 14.50% | 86.73%-72.2pp | 71.54%-57.0pp | 282.24%-267.7pp |
| Employer contribution / active EE | $12,140 | $4,850+150.3% | $3,839+216.3% | $4,866+149.5% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $52,666 | $9,544+451.8% | $7,477+604.4% | $9,541+452.0% |