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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 | $671,530 | $149,040+350.6% | $120,225+458.6% | $137,256+389.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.56% | 605.68%-595.1pp | 439.23%-428.7pp | 220.34%-209.8pp |
| Employer contribution / active EE | $18,641 | $4,350+328.5% | $3,475+436.3% | $4,156+348.5% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $32,450 | $6,348+411.2% | $5,696+469.7% | $12,270+164.5% |