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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 | $256,742 | $102,429+150.7% | $147,096+74.5% | $80,925+217.3% |
| Participation rate | 98.8% | 75.9%+23.0pp | 82.2%+16.6pp | 67.7%+31.2pp |
| Annual return | 95.70% | 135.02%-39.3pp | 419.75%-324.0pp | 35.65%+60.1pp |
| Employer contribution / active EE | $9,040 | $3,716+143.3% | $4,936+83.2% | $2,756+228.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,684 | $7,957-16.0% | $13,005-48.6% | $6,940-3.7% |