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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 | $438,037 | $209,888+108.7% | $189,545+131.1% | $167,553+161.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.22% | 748.66%-739.4pp | 555.36%-546.1pp | 478.89%-469.7pp |
| Employer contribution / active EE | $6,429 | $6,915-7.0% | $6,162+4.3% | $4,840+32.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $164,056 | $14,300+1047.3% | $12,049+1261.6% | $12,316+1232.0% |