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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 | $403,579 | $175,259+130.3% | $149,723+169.5% | $139,487+189.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.88% | 166.82%-150.9pp | 134.50%-118.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $20,736 | $5,478+278.5% | $4,821+330.1% | $4,755+336.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $17,636 | $16,158+9.1% | $13,215+33.5% | $11,407+54.6% |