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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 | $3,016,094 | $162,529+1755.7% | $130,788+2206.1% | $154,746+1849.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.36% | 510.48%-501.1pp | 386.44%-377.1pp | 172.34%-163.0pp |
| Employer contribution / active EE | $70,000 | $4,447+1473.9% | $3,558+1867.4% | $4,379+1498.5% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $107,302 | $7,669+1299.2% | $6,673+1508.1% | $14,365+647.0% |