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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 | $494,434 | $150,447+228.6% | $136,298+262.8% | $147,586+235.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.73% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.9pp |
| Employer contribution / active EE | $3,284 | $5,256-37.5% | $4,696-30.1% | $4,876-32.7% |
| Participant deferral / active EE | $650 | $6,631-90.2% | $6,247-89.6% | $5,439-88.0% |
| Admin fee / account holder | $15,287 | $10,906+40.2% | $9,244+65.4% | $10,886+40.4% |