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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 | $473,549 | $88,778+433.4% | $81,844+478.6% | $145,884+224.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.25% | 1033.03%-1020.8pp | 778.87%-766.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $10,816 | $3,087+250.4% | $2,916+270.9% | $4,662+132.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,216 | $8,430-73.7% | $7,355-69.9% | $13,392-83.5% |