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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 | $375,836 | $202,342+85.7% | $172,752+117.6% | $152,897+145.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.56% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $23,835 | $5,858+306.9% | $5,144+363.3% | $4,764+400.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,185 | $17,111-58.0% | $13,955-48.5% | $11,599-38.1% |