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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 | $372,194 | $156,963+137.1% | $121,204+207.1% | $139,466+166.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.70% | 1476.75%-1461.0pp | 987.18%-971.5pp | 373.66%-358.0pp |
| Employer contribution / active EE | $43,304 | $5,544+681.0% | $4,170+938.5% | $4,754+810.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,448 | $6,953+35.9% | $5,651+67.2% | $11,409-17.2% |