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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 | $658,852 | $88,754+642.3% | $81,820+705.2% | $145,877+351.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.62% | 1031.77%-1012.1pp | 777.93%-758.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $24,365 | $3,085+689.7% | $2,915+735.9% | $4,663+422.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,004 | $8,424+42.5% | $7,391+62.4% | $13,402-10.4% |