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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 | $2,969,804 | $148,582+1898.8% | $135,942+2084.6% | $139,456+2029.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.81% | 79.26%-64.4pp | 68.28%-53.5pp | 373.45%-358.6pp |
| Employer contribution / active EE | $23,147 | $5,245+341.3% | $4,858+376.5% | $4,753+387.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $127,700 | $12,402+929.7% | $10,764+1086.4% | $11,407+1019.5% |