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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 | $3,297,444 | $160,040+1960.4% | $147,096+2141.7% | $145,877+2160.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $21,779 | $5,289+311.7% | $4,936+341.2% | $4,663+367.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $149,441 | $15,050+893.0% | $13,005+1049.1% | $13,402+1015.1% |