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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 | $1,045,381 | $150,442+594.9% | $136,295+667.0% | $147,585+608.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.26% | 1049.09%-1033.8pp | 5155.97%-5140.7pp | 578.56%-563.3pp |
| Employer contribution / active EE | $6,651 | $5,256+26.5% | $4,695+41.6% | $4,876+36.4% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,226 | $10,905-79.6% | $9,243-75.9% | $10,885-79.6% |