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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 | $2,551,448 | $176,688+1344.0% | $130,660+1852.7% | $152,897+1568.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.60% | 2693.08%-2672.5pp | 1709.29%-1688.7pp | 345.43%-324.8pp |
| Employer contribution / active EE | $10,000 | $5,743+74.1% | $4,092+144.4% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,244 | $7,131+169.9% | $5,463+252.2% | $11,599+65.9% |