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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 | $637,382 | $137,414+363.8% | $189,537+236.3% | $85,847+642.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 23.21% | 38.14%-14.9pp | 555.34%-532.1pp | 318.61%-295.4pp |
| Employer contribution / active EE | $20,763 | $4,344+377.9% | $6,161+237.0% | $2,565+709.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,892 | $8,630+118.9% | $12,048+56.8% | $6,261+201.8% |