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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 | $813,564 | $114,130+612.8% | $96,192+745.8% | $167,553+385.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.33% | 190.07%-173.7pp | 192.09%-175.8pp | 478.89%-462.6pp |
| Employer contribution / active EE | $42,862 | $3,431+1149.4% | $2,799+1431.1% | $4,840+785.6% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,314 | $6,901-37.5% | $5,539-22.1% | $12,316-65.0% |