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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 | $1,043,065 | $106,003+884.0% | $92,236+1030.9% | $147,585+606.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.01% | 50.05%-37.0pp | 176.29%-163.3pp | 578.57%-565.6pp |
| Employer contribution / active EE | $5,846 | $4,333+34.9% | $3,679+58.9% | $4,876+19.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30,668 | $6,333+384.3% | $5,194+490.5% | $10,885+181.7% |