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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 | $506,868 | $234,190+116.4% | $180,320+181.1% | $198,609+155.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 13.12% | 1057.44%-1044.3pp | 778.54%-765.4pp | 202.70%-189.6pp |
| Employer contribution / active EE | $8,891 | $5,258+69.1% | $4,108+116.5% | $5,055+75.9% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,851 | $12,558+50.1% | $10,000+88.5% | $19,030-0.9% |