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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 | $3,932,286 | $183,539+2042.5% | $155,556+2427.9% | $145,897+2595.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.42% | 61.31%-43.9pp | 64.84%-47.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $10,376 | $5,315+95.2% | $4,675+121.9% | $4,663+122.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $367 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |