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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 | $586,816 | $160,059+266.6% | $140,019+319.1% | $135,380+333.5% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | 31.16% | 911.48%-880.3pp | 651.17%-620.0pp | 519.81%-488.6pp |
| Employer contribution / active EE | $19,685 | $6,420+206.6% | $5,605+251.2% | $4,779+311.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $117,810 | $13,328+783.9% | $10,705+1000.5% | $10,828+988.0% |