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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 | $234,190+186.7% | $180,320+272.4% | $198,609+238.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 10.56% | 1057.44%-1046.9pp | 778.54%-768.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $18,641 | $5,258+254.5% | $4,108+353.8% | $5,055+268.7% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $32,450 | $12,558+158.4% | $10,000+224.5% | $19,030+70.5% |