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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 | $497,622 | $132,099+276.7% | $115,599+330.5% | $138,895+258.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 9.92% | 176.76%-166.8pp | 111.10%-101.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $14,286 | $3,416+318.2% | $2,955+383.4% | $4,194+240.6% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $40,160 | $15,650+156.6% | $12,841+212.8% | $12,562+219.7% |