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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 | $871,927 | $96,630+802.3% | $86,605+906.8% | $139,427+525.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.05% | 106.48%-92.4pp | 591.39%-577.3pp | 373.27%-359.2pp |
| Employer contribution / active EE | $10,395 | $3,264+218.5% | $3,023+243.9% | $4,752+118.8% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13,809 | $6,405+115.6% | $5,611+146.1% | $11,404+21.1% |