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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 | $433,337 | $169,237+156.1% | $129,339+235.0% | $145,978+196.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.61% | 14364.43%-14355.8pp | 9437.05%-9428.4pp | 550.52%-541.9pp |
| Employer contribution / active EE | $8,545 | $5,540+54.2% | $4,154+105.7% | $4,662+83.3% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,123 | $9,882-68.4% | $7,668-59.3% | $13,400-76.7% |