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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 | $259,540 | $144,130+80.1% | $117,861+120.2% | $147,586+75.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.96% | 531.20%-521.2pp | 335.11%-325.1pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,563 | $4,897-68.1% | $3,786-58.7% | $4,876-68.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,467 | $10,887+60.4% | $8,021+117.8% | $10,886+60.5% |