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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 | $459,726 | $202,342+127.2% | $172,753+166.1% | $152,909+200.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.69% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $12,560 | $5,857+114.4% | $5,144+144.2% | $4,764+163.7% |
| Participant deferral / active EE | $1,363 | $5,948-77.1% | $5,198-73.8% | $5,851-76.7% |
| Admin fee / account holder | $3,659 | $17,112-78.6% | $13,956-73.8% | $11,601-68.5% |