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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 | $1,862,317 | $160,040+1063.7% | $147,096+1166.1% | $145,877+1176.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.71% | 98.49%-82.8pp | 419.75%-404.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,573 | $5,289-70.3% | $4,936-68.1% | $4,663-66.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $95,516 | $15,050+534.7% | $13,005+634.4% | $13,402+612.7% |