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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 | $494,954 | $144,130+243.4% | $117,861+319.9% | $147,586+235.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 36.66% | 531.20%-494.5pp | 335.11%-298.4pp | 578.59%-541.9pp |
| Employer contribution / active EE | $16,093 | $4,897+228.6% | $3,786+325.0% | $4,876+230.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $561 | $10,887-94.9% | $8,021-93.0% | $10,886-94.9% |