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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 | $2,036,561 | $201,259+911.9% | $184,200+1005.6% | $145,959+1295.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.59% | 28.98%-18.4pp | 28.80%-18.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $41,744 | $7,018+494.8% | $6,424+549.8% | $4,661+795.6% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $285,348 | $16,372+1642.9% | $13,907+1951.8% | $13,398+2029.8% |