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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 | $404,103 | $149,040+171.1% | $120,225+236.1% | $137,256+194.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.56% | 605.68%-593.1pp | 439.23%-426.7pp | 220.34%-207.8pp |
| Employer contribution / active EE | $71,946 | $4,350+1553.8% | $3,475+1970.1% | $4,156+1631.1% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,546 | $6,348+97.7% | $5,696+120.3% | $12,270+2.3% |