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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 | $271,421 | $171,867+57.9% | $149,716+81.3% | $147,585+83.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.23% | 2113.36%-2102.1pp | 1501.67%-1490.4pp | 578.58%-567.4pp |
| Employer contribution / active EE | $7,500 | $6,275+19.5% | $5,444+37.8% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $67,019 | $13,799+385.7% | $11,282+494.0% | $10,886+515.7% |