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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 | $1,316,725 | $106,001+1142.2% | $92,235+1327.6% | $147,585+792.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 43.93% | 50.05%-6.1pp | 176.28%-132.3pp | 578.56%-534.6pp |
| Employer contribution / active EE | $27,946 | $4,333+544.9% | $3,679+659.5% | $4,876+473.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,495 | $6,332+144.7% | $5,194+198.3% | $10,885+42.3% |