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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 | $412,647 | $160,059+157.8% | $140,019+194.7% | $135,379+204.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.04% | 911.44%-903.4pp | 651.15%-643.1pp | 519.79%-511.7pp |
| Employer contribution / active EE | $54,688 | $6,420+751.9% | $5,605+875.6% | $4,779+1044.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,121 | $13,328+28.5% | $10,705+59.9% | $10,828+58.1% |