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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 | $1,473,993 | $144,130+922.7% | $117,860+1150.6% | $147,585+898.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 28.84% | 531.20%-502.4pp | 335.10%-306.3pp | 578.58%-549.7pp |
| Employer contribution / active EE | $18,200 | $4,897+271.7% | $3,786+380.7% | $4,876+273.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,701 | $10,887+154.4% | $8,021+245.4% | $10,886+154.5% |