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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 | $701,028 | $202,342+246.5% | $172,753+305.8% | $152,909+358.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.41% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.1pp |
| Employer contribution / active EE | $18,297 | $5,857+212.4% | $5,144+255.7% | $4,764+284.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,309 | $17,112-69.0% | $13,956-62.0% | $11,601-54.2% |