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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 | $796,131 | $183,978+332.7% | $162,171+390.9% | $152,885+420.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.36% | 150.78%-134.4pp | 115.60%-99.2pp | 345.39%-329.0pp |
| Employer contribution / active EE | $35,945 | $6,370+464.3% | $5,613+540.4% | $4,763+654.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,218 | $13,122-83.1% | $10,843-79.5% | $11,598-80.9% |