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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 | $373,106 | $150,447+148.0% | $136,298+173.7% | $147,586+152.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.46% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,696+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $122 | $6,631-98.2% | $6,247-98.0% | $5,439-97.8% |
| Admin fee / account holder | $4,347 | $10,906-60.1% | $9,244-53.0% | $10,886-60.1% |