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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 | $320,631 | $171,867+86.6% | $149,721+114.2% | $147,586+117.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.62% | 2113.36%-2091.7pp | 1501.67%-1480.1pp | 578.59%-557.0pp |
| Employer contribution / active EE | $21,463 | $6,275+242.1% | $5,444+294.2% | $4,876+340.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24,700 | $13,799+79.0% | $11,282+118.9% | $10,886+126.9% |