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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 | $334,013 | $202,342+65.1% | $172,752+93.3% | $152,897+118.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.34% | 1029.83%-1002.5pp | 802.97%-775.6pp | 345.43%-318.1pp |
| Employer contribution / active EE | $11,956 | $5,858+104.1% | $5,144+132.4% | $4,764+151.0% |
| Participant deferral / active EE | $1,282 | $5,948-78.4% | $5,198-75.3% | $5,851-78.1% |
| Admin fee / account holder | $3,000 | $17,111-82.5% | $13,955-78.5% | $11,599-74.1% |