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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 | $2,630,869 | $190,916+1278.0% | $160,037+1543.9% | $134,545+1855.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 5.87% | 552.79%-546.9pp | 408.95%-403.1pp | 418.37%-412.5pp |
| Employer contribution / active EE | $8,926 | $4,996+78.7% | $4,226+111.2% | $4,742+88.3% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,582 | $10,497-84.9% | $8,716-81.9% | $11,431-86.2% |