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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 | $593,456 | $109,872+440.1% | $98,483+502.6% | $167,536+254.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.75% | 1959.31%-1941.6pp | 1494.38%-1476.6pp | 478.82%-461.1pp |
| Employer contribution / active EE | $14,140 | $3,225+338.4% | $2,961+377.6% | $4,839+192.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,588 | $6,757+41.9% | $5,953+61.1% | $12,315-22.1% |