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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 | $471,423 | $144,130+227.1% | $117,861+300.0% | $147,586+219.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.68% | 531.20%-517.5pp | 335.11%-321.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $7,575 | $4,897+54.7% | $3,786+100.1% | $4,876+55.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $91,073 | $10,887+736.5% | $8,021+1035.5% | $10,886+736.6% |