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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 | $622,030 | $202,342+207.4% | $172,752+260.1% | $152,897+306.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.52% | 1029.83%-1011.3pp | 802.97%-784.5pp | 345.43%-326.9pp |
| Employer contribution / active EE | $13,000 | $5,858+121.9% | $5,144+152.7% | $4,764+172.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,501 | $17,111+31.5% | $13,955+61.2% | $11,599+94.0% |