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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 | $349,984 | $168,626+107.5% | $133,698+161.8% | $145,897+139.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 8.63% | 1168.99%-1160.4pp | 580.90%-572.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $35,530 | $5,290+571.6% | $4,218+742.4% | $4,663+662.0% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,073 | $9,638+4.5% | $6,703+50.3% | $13,390-24.8% |