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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 | $751,126 | $72,426+937.1% | $67,560+1011.8% | $145,897+414.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.12% | 7226.78%-7208.7pp | 3533.50%-3515.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $667 | $3,074-78.3% | $2,737-75.6% | $4,663-85.7% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,639 | $5,514+310.6% | $3,994+466.8% | $13,390+69.1% |