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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 | $944,348 | $169,336+457.7% | $129,384+629.9% | $145,884+547.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.25% | 14408.70%-14392.5pp | 9461.77%-9445.5pp | 551.85%-535.6pp |
| Employer contribution / active EE | $39,312 | $5,540+609.6% | $4,153+846.5% | $4,662+743.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,872 | $9,912-10.5% | $7,686+15.4% | $13,392-33.8% |