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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 | $1,176,783 | $175,231+571.6% | $149,696+686.1% | $139,466+743.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.95% | 166.77%-129.8pp | 134.46%-97.5pp | 373.66%-336.7pp |
| Employer contribution / active EE | $17,594 | $5,478+221.2% | $4,821+265.0% | $4,754+270.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $33,484 | $16,155+107.3% | $13,212+153.4% | $11,409+193.5% |