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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 | $535,919 | $202,342+164.9% | $172,753+210.2% | $152,909+250.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.32% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.1pp |
| Employer contribution / active EE | $19,059 | $5,857+225.4% | $5,144+270.5% | $4,764+300.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,508 | $17,112-73.7% | $13,956-67.7% | $11,601-61.1% |