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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 | $675,682 | $106,005+537.4% | $92,239+632.5% | $147,585+357.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.83% | 50.05%-35.2pp | 176.29%-161.5pp | 578.58%-563.8pp |
| Employer contribution / active EE | $18,821 | $4,333+334.3% | $3,680+411.5% | $4,876+286.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,021 | $6,333+10.9% | $5,194+35.2% | $10,886-35.5% |