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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 | $271,954 | $157,304+72.9% | $141,197+92.6% | $152,909+77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 563.13% | 64.34%+498.8pp | 71.41%+491.7pp | 345.46%+217.7pp |
| Employer contribution / active EE | $11,776 | $5,263+123.8% | $4,736+148.6% | $4,764+147.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $928 | $12,126-92.3% | $10,265-91.0% | $11,601-92.0% |