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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 | $706,535 | $88,778+695.8% | $81,844+763.3% | $145,884+384.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 14.86% | 1033.03%-1018.2pp | 778.87%-764.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $30,504 | $3,087+888.1% | $2,916+945.9% | $4,662+554.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,244 | $8,430-61.5% | $7,355-55.9% | $13,392-75.8% |