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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 | $459,436 | $202,345+127.1% | $172,755+165.9% | $152,885+200.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 18.07% | 1029.77%-1011.7pp | 802.94%-784.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $17,508 | $5,858+198.9% | $5,144+240.3% | $4,763+267.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,042 | $17,111+23.0% | $13,955+50.8% | $11,598+81.4% |