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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 | $595,548 | $97,732+509.4% | $83,831+610.4% | $135,380+339.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.68% | 1287.56%-1278.9pp | 850.99%-842.3pp | 519.81%-511.1pp |
| Employer contribution / active EE | $30,340 | $4,222+618.6% | $3,631+735.6% | $4,779+534.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,623 | $6,675+164.0% | $5,479+221.7% | $10,828+62.8% |