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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 | $1,637,337 | $114,130+1334.6% | $96,192+1602.1% | $167,553+877.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.35% | 190.07%-171.7pp | 192.09%-173.7pp | 478.89%-460.5pp |
| Employer contribution / active EE | $12,500 | $3,431+264.4% | $2,799+346.5% | $4,840+158.3% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $71,230 | $6,901+932.1% | $5,539+1185.9% | $12,316+478.3% |