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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 | $1,248,093 | $165,939+652.1% | $122,354+920.1% | $147,585+745.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 164.65% | 34.56%+130.1pp | 30.28%+134.4pp | 578.58%-413.9pp |
| Employer contribution / active EE | $18,613 | $5,754+223.5% | $4,051+359.5% | $4,876+281.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,665 | $7,425+259.1% | $5,479+386.7% | $10,886+145.0% |