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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 | $1,108,106 | $169,161+555.1% | $129,295+757.0% | $145,959+659.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.46% | 14348.07%-14331.6pp | 9429.28%-9412.8pp | 561.95%-545.5pp |
| Employer contribution / active EE | $36,064 | $5,543+550.6% | $4,157+767.5% | $4,661+673.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,435 | $9,878+5.6% | $7,665+36.1% | $13,398-22.1% |