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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 | $169,161+458.3% | $129,295+630.4% | $145,959+547.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.25% | 14348.07%-14331.8pp | 9429.28%-9413.0pp | 561.95%-545.7pp |
| Employer contribution / active EE | $39,312 | $5,543+609.2% | $4,157+845.7% | $4,661+743.5% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,872 | $9,878-10.2% | $7,665+15.7% | $13,398-33.8% |