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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 | $2,738,649 | $227,291+1104.9% | $214,702+1175.6% | $155,188+1664.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.25% | 60.08%-46.8pp | 54.55%-41.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $42,696 | $6,772+530.5% | $6,461+560.9% | $4,248+905.1% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $254,860 | $20,413+1148.5% | $19,830+1185.2% | $14,480+1660.1% |