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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 | $1,714,032 | $169,356+912.1% | $129,406+1224.5% | $145,897+1074.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.69% | 14418.62%-14404.9pp | 9468.18%-9454.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $37,335 | $5,542+573.7% | $4,155+798.5% | $4,663+700.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,555 | $9,915+56.9% | $7,689+102.3% | $13,390+16.2% |