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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 | $734,340 | $171,867+327.3% | $149,721+390.5% | $147,586+397.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.65% | 2113.36%-2098.7pp | 1501.67%-1487.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $16,339 | $6,275+160.4% | $5,444+200.1% | $4,876+235.1% |
| Participant deferral / active EE | $1,185 | $7,270-83.7% | $6,568-82.0% | $5,439-78.2% |
| Admin fee / account holder | $10,182 | $13,799-26.2% | $11,282-9.8% | $10,886-6.5% |