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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 | $471,569 | $138,075+241.5% | $123,552+281.7% | $135,379+248.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.41% | 153.70%-149.3pp | 119.20%-114.8pp | 519.79%-515.4pp |
| Employer contribution / active EE | $9,750 | $5,152+89.3% | $4,628+110.7% | $4,779+104.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,887 | $10,917+36.4% | $9,285+60.3% | $10,828+37.5% |