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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 | $1,410,285 | $175,259+704.7% | $149,723+841.9% | $139,487+911.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.84% | 166.82%-132.0pp | 134.50%-99.7pp | 373.84%-339.0pp |
| Employer contribution / active EE | $63,839 | $5,478+1065.3% | $4,821+1224.1% | $4,755+1242.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $166,974 | $16,158+933.4% | $13,215+1163.5% | $11,407+1363.7% |