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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 | $338,021 | $150,445+124.7% | $136,297+148.0% | $147,585+129.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.70% | 1049.14%-1026.4pp | 5156.16%-5133.5pp | 578.57%-555.9pp |
| Employer contribution / active EE | $11,976 | $5,256+127.8% | $4,696+155.1% | $4,876+145.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,502 | $10,906-77.1% | $9,244-72.9% | $10,885-77.0% |