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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 | $280,079 | $202,345+38.4% | $172,755+62.1% | $152,885+83.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.23% | 1029.77%-1006.5pp | 802.94%-779.7pp | 345.39%-322.2pp |
| Employer contribution / active EE | $1,465 | $5,858-75.0% | $5,144-71.5% | $4,763-69.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,804 | $17,111-36.9% | $13,955-22.6% | $11,598-6.8% |