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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 | $8,639,357 | $101,752+8390.6% | $164,928+5138.2% | $80,911+10577.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.30% | 16.73%-3.4pp | 70.08%-56.8pp | 35.63%-22.3pp |
| Employer contribution / active EE | $30,435 | $2,953+930.5% | $4,343+600.7% | $2,756+1004.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $145,735 | $8,218+1673.5% | $12,684+1048.9% | $6,935+2001.6% |