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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 | $522,157 | $95,406+447.3% | $185,849+181.0% | $85,847+508.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.37% | 23.59%-7.2pp | 122.10%-105.7pp | 318.61%-302.2pp |
| Employer contribution / active EE | $64,681 | $3,314+1851.9% | $5,169+1151.4% | $2,565+2421.3% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,091 | $7,214+220.1% | $16,244+42.2% | $6,261+268.8% |