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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 | $2,498,939 | $169,161+1377.3% | $129,295+1832.7% | $145,959+1612.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.78% | 14348.07%-14332.3pp | 9429.28%-9413.5pp | 561.95%-546.2pp |
| Employer contribution / active EE | $49,131 | $5,543+786.3% | $4,157+1081.9% | $4,661+954.1% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,605 | $9,878+17.5% | $7,665+51.4% | $13,398-13.4% |