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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 | $872,470 | $176,688+393.8% | $130,660+567.7% | $152,897+470.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.34% | 2693.08%-2671.7pp | 1709.29%-1688.0pp | 345.43%-324.1pp |
| Employer contribution / active EE | $36,959 | $5,743+543.5% | $4,092+803.2% | $4,764+675.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,861 | $7,131-45.9% | $5,463-29.3% | $11,599-66.7% |