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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 | $747,559 | $129,959+475.2% | $104,301+616.7% | $134,532+455.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 95.82% | 42.04%+53.8pp | 24.61%+71.2pp | 418.27%-322.5pp |
| Employer contribution / active EE | $41,313 | $4,185+887.1% | $3,373+1124.9% | $4,741+771.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,264 | $9,325+10.1% | $7,340+39.8% | $11,429-10.2% |