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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 | $1,218,273 | $169,336+619.4% | $129,384+841.6% | $145,884+735.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.32% | 14408.70%-14398.4pp | 9461.77%-9451.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $34,500 | $5,540+522.8% | $4,153+730.7% | $4,662+640.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,485 | $9,912+5.8% | $7,686+36.4% | $13,392-21.7% |