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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 | $387,068 | $138,114+180.3% | $125,391+208.7% | $134,545+187.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.85% | 750.88%-733.0pp | 572.41%-554.6pp | 418.37%-400.5pp |
| Employer contribution / active EE | $38,455 | $5,246+633.0% | $4,816+698.5% | $4,742+711.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,529 | $11,570+16.9% | $10,009+35.2% | $11,431+18.4% |