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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 | $294,212 | $180,466+63.0% | $154,114+90.9% | $135,382+117.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 17.63% | 888.15%-870.5pp | 735.16%-717.5pp | 519.77%-502.1pp |
| Employer contribution / active EE | $18,500 | $6,035+206.5% | $5,298+249.2% | $4,779+287.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $841,677 | $16,144+5113.5% | $13,411+6176.1% | $10,829+7672.8% |