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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 | $1,128,407 | $176,077+540.9% | $159,455+607.7% | $167,518+573.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.35% | 331.83%-312.5pp | 263.63%-244.3pp | 478.71%-459.4pp |
| Employer contribution / active EE | $5,684 | $5,298+7.3% | $4,830+17.7% | $4,838+17.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,147 | $12,556-35.1% | $10,800-24.6% | $12,312-33.8% |