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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 | $6,493,149 | $289,211+2145.1% | $260,467+2392.9% | $198,609+3169.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 4.55% | 112.90%-108.3pp | 100.60%-96.1pp | 202.70%-198.1pp |
| Employer contribution / active EE | $53,000 | $4,663+1036.6% | $4,239+1150.4% | $5,055+948.4% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $261,990 | $16,236+1513.6% | $15,461+1594.5% | $19,030+1276.7% |