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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 | $968,594 | $109,905+781.3% | $98,506+883.3% | $167,553+478.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.52% | 1960.20%-1938.7pp | 1494.92%-1473.4pp | 478.89%-457.4pp |
| Employer contribution / active EE | $37,630 | $3,226+1066.5% | $2,961+1170.8% | $4,840+677.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,993 | $6,760-26.1% | $5,955-16.1% | $12,316-59.5% |