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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 | $258,805 | $150,447+72.0% | $136,298+89.9% | $147,586+75.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.84% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.8pp |
| Employer contribution / active EE | $5,670 | $5,256+7.9% | $4,696+20.8% | $4,876+16.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,941 | $10,906-8.8% | $9,244+7.5% | $10,886-8.7% |