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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 | $7,820,827 | $180,749+4226.9% | $160,784+4764.2% | $137,256+5598.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.61% | 2234.46%-2213.9pp | 1803.92%-1783.3pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,500 | $4,155+80.5% | $3,733+100.9% | $4,156+80.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $540,000 | $10,397+5093.9% | $9,717+5457.3% | $12,270+4300.9% |