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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 | $2,822,038 | $234,190+1105.0% | $180,320+1465.0% | $198,609+1320.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 8.33% | 1057.44%-1049.1pp | 778.54%-770.2pp | 202.70%-194.4pp |
| Employer contribution / active EE | $48,817 | $5,258+828.5% | $4,108+1088.5% | $5,055+865.6% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $111,331 | $12,558+786.5% | $10,000+1013.3% | $19,030+485.0% |