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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 | $570,905 | $169,356+237.1% | $129,406+341.2% | $145,897+291.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.74% | 14418.62%-14409.9pp | 9468.18%-9459.4pp | 552.29%-543.6pp |
| Employer contribution / active EE | $23,000 | $5,542+315.0% | $4,155+453.5% | $4,663+393.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,181 | $9,915-47.7% | $7,689-32.6% | $13,390-61.3% |