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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 | $1,300,947 | $183,988+607.1% | $162,177+702.2% | $152,897+750.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.61% | 150.79%-125.2pp | 115.60%-90.0pp | 345.43%-319.8pp |
| Employer contribution / active EE | $13,560 | $6,370+112.9% | $5,613+141.6% | $4,764+184.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $58,101 | $13,123+342.7% | $10,843+435.8% | $11,599+400.9% |