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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 | $614,246 | $176,688+247.6% | $130,660+370.1% | $152,909+301.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.78% | 2693.08%-2670.3pp | 1709.29%-1686.5pp | 345.46%-322.7pp |
| Employer contribution / active EE | $11,632 | $5,743+102.5% | $4,092+184.3% | $4,764+144.2% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,054 | $7,131+279.4% | $5,463+395.2% | $11,601+133.2% |