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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 | $114,047+1335.7% | $96,144+1603.0% | $167,497+877.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.35% | 189.89%-171.5pp | 191.96%-173.6pp | 478.62%-460.3pp |
| Employer contribution / active EE | $12,500 | $3,427+264.7% | $2,797+346.9% | $4,838+158.4% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $71,230 | $6,897+932.8% | $5,537+1186.4% | $12,310+478.6% |