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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 | $821,331 | $169,361+385.0% | $129,397+534.7% | $145,877+463.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 17.71% | 14395.54%-14377.8pp | 9453.98%-9436.3pp | 551.28%-533.6pp |
| Employer contribution / active EE | $42,070 | $5,542+659.1% | $4,154+912.7% | $4,663+802.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,997 | $9,903-69.7% | $7,679-61.0% | $13,402-77.6% |