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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 | $593,520 | $209,425+183.4% | $178,499+232.5% | $158,966+273.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.35% | 188.80%-176.4pp | 151.10%-138.8pp | 302.95%-290.6pp |
| Employer contribution / active EE | $21,203 | $5,707+271.5% | $5,011+323.1% | $4,762+345.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,832 | $17,078+33.7% | $13,986+63.2% | $11,250+103.0% |