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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 | $1,073,840 | $160,040+571.0% | $147,096+630.0% | $145,877+636.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.99% | 98.49%-77.5pp | 419.75%-398.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $24,000 | $5,289+353.7% | $4,936+386.2% | $4,663+414.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $27,316 | $15,050+81.5% | $13,005+110.0% | $13,402+103.8% |