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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 | $4,118,451 | $149,040+2663.3% | $120,225+3325.6% | $137,256+2900.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.92% | 605.68%-590.8pp | 439.23%-424.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $10,000 | $4,350+129.9% | $3,475+187.7% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $103,677 | $6,348+1533.3% | $5,696+1720.1% | $12,270+744.9% |