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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 | $600,282 | $185,199+224.1% | $142,874+320.1% | $167,518+258.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.71% | 8556.90%-8544.2pp | 5638.58%-5625.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $57,000 | $5,606+916.8% | $4,145+1275.2% | $4,838+1078.1% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,652 | $8,031-4.7% | $6,561+16.6% | $12,312-37.9% |