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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 | $628,818 | $150,442+318.0% | $136,295+361.4% | $147,585+326.1% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 15.77% | 1049.09%-1033.3pp | 5155.97%-5140.2pp | 578.56%-562.8pp |
| Employer contribution / active EE | $26,009 | $5,256+394.8% | $4,695+453.9% | $4,876+433.4% |
| Participant deferral / active EE | $783 | $6,630-88.2% | $6,247-87.5% | $5,439-85.6% |
| Admin fee / account holder | $23,772 | $10,905+118.0% | $9,243+157.2% | $10,885+118.4% |