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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 | $2,156,190 | $183,988+1071.9% | $162,177+1229.5% | $152,897+1310.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.63% | 150.79%-125.2pp | 115.60%-90.0pp | 345.43%-319.8pp |
| Employer contribution / active EE | $39,756 | $6,370+524.1% | $5,613+608.3% | $4,764+734.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $110,313 | $13,123+740.6% | $10,843+917.3% | $11,599+851.0% |