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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 | $904,255 | $184,000+391.4% | $162,185+457.5% | $152,909+491.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.17% | 150.80%-137.6pp | 115.61%-102.4pp | 345.46%-332.3pp |
| Employer contribution / active EE | $50,098 | $6,370+686.4% | $5,613+792.5% | $4,764+951.6% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $37,750 | $13,124+187.6% | $10,844+248.1% | $11,601+225.4% |