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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 | $1,151,824 | $138,102+734.0% | $125,381+818.7% | $134,532+756.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.50% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $5,652 | $5,245+7.7% | $4,815+17.4% | $4,741+19.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $76,407 | $11,568+560.5% | $10,007+663.5% | $11,429+568.6% |