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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 | $517,331 | $96,419+436.5% | $80,648+541.5% | $139,487+270.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.68% | 1352.86%-1341.2pp | 937.21%-925.5pp | 373.84%-362.2pp |
| Employer contribution / active EE | $53,629 | $3,261+1544.5% | $2,724+1869.1% | $4,755+1027.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $370,519 | $6,605+5509.8% | $5,382+6784.5% | $11,407+3148.1% |