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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 | $683,743 | $150,446+354.5% | $136,297+401.7% | $147,585+363.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.23% | 1049.14%-1029.9pp | 5156.19%-5137.0pp | 578.58%-559.4pp |
| Employer contribution / active EE | $6,041 | $5,256+14.9% | $4,696+28.7% | $4,876+23.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30,595 | $10,906+180.5% | $9,244+231.0% | $10,886+181.1% |