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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 | $4,966,540 | $166,242+2887.5% | $165,071+2908.7% | $145,884+3304.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 46.28% | 100.44%-54.2pp | 70.17%-23.9pp | 551.85%-505.6pp |
| Employer contribution / active EE | $23,927 | $5,283+352.9% | $4,347+450.4% | $4,662+413.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $141,538 | $16,658+749.6% | $12,695+1014.9% | $13,392+956.9% |