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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 | $2,040,406 | $209,874+872.2% | $189,537+976.5% | $167,536+1117.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $27,094 | $6,913+291.9% | $6,161+339.8% | $4,839+459.9% |
| Participant deferral / active EE | $3,250 | $8,934-63.6% | $8,220-60.5% | $6,342-48.8% |
| Admin fee / account holder | $7,900 | $14,299-44.8% | $12,048-34.4% | $12,315-35.8% |