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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 | $3,401,379 | $105,158+3134.5% | $94,672+3492.8% | $139,487+2338.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.87% | 38.11%-15.2pp | 156.89%-134.0pp | 373.84%-351.0pp |
| Employer contribution / active EE | $3,667 | $4,107-10.7% | $3,673-0.2% | $4,755-22.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $129,966 | $8,972+1348.6% | $7,222+1699.7% | $11,407+1039.3% |