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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 | $338,160 | $209,888+61.1% | $189,545+78.4% | $167,553+101.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.89% | 748.66%-735.8pp | 555.36%-542.5pp | 478.89%-466.0pp |
| Employer contribution / active EE | $37,919 | $6,915+448.3% | $6,162+515.3% | $4,840+683.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $53,993 | $14,300+277.6% | $12,049+348.1% | $12,316+338.4% |