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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 | $2,994,803 | $169,356+1668.3% | $129,406+2214.3% | $145,897+1952.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.72% | 14418.62%-14404.9pp | 9468.18%-9454.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $19,800 | $5,542+257.3% | $4,155+376.5% | $4,663+324.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,762 | $9,915-72.1% | $7,689-64.1% | $13,390-79.4% |