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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 | $250,836 | $105,160+138.5% | $94,679+164.9% | $139,456+79.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 96.15% | 38.04%+58.1pp | 156.75%-60.6pp | 373.45%-277.3pp |
| Employer contribution / active EE | $19,473 | $4,107+374.2% | $3,673+430.2% | $4,753+309.7% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,305 | $8,988+14.7% | $7,233+42.5% | $11,407-9.7% |