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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 | $1,584,054 | $96,338+1544.3% | $80,589+1865.6% | $139,427+1036.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 27.23% | 1350.43%-1323.2pp | 935.83%-908.6pp | 373.27%-346.0pp |
| Employer contribution / active EE | $12,500 | $3,263+283.1% | $2,724+358.8% | $4,752+163.1% |
| Participant deferral / active EE | $0 | $5,234-100.0% | $4,449-100.0% | $6,711-100.0% |
| Admin fee / account holder | $62,146 | $6,600+841.6% | $5,379+1055.4% | $11,404+444.9% |