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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 | $669,919 | $177,353+277.7% | $158,226+323.4% | $198,609+237.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 15.30% | 599.50%-584.2pp | 501.41%-486.1pp | 202.70%-187.4pp |
| Employer contribution / active EE | $9,481 | $3,239+192.7% | $2,986+217.6% | $5,055+87.5% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25,081 | $10,960+128.8% | $10,217+145.5% | $19,030+31.8% |