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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 | $449,279 | $169,161+165.6% | $129,295+247.5% | $145,959+207.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.31% | 14348.07%-14329.8pp | 9429.28%-9411.0pp | 561.95%-543.6pp |
| Employer contribution / active EE | $15,888 | $5,543+186.6% | $4,157+282.2% | $4,661+240.9% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,354 | $9,878-55.9% | $7,665-43.2% | $13,398-67.5% |