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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 | $792,266 | $160,059+395.0% | $140,019+465.8% | $135,380+485.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.56% | 911.48%-913.0pp | 651.17%-652.7pp | 519.81%-521.4pp |
| Employer contribution / active EE | $47,917 | $6,420+646.4% | $5,605+754.9% | $4,779+902.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,875 | $13,328+101.6% | $10,705+151.0% | $10,828+148.2% |