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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 | $848,632 | $159,934+430.6% | $147,005+477.3% | $145,959+481.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.97% | 98.24%-64.3pp | 418.76%-384.8pp | 561.95%-528.0pp |
| Employer contribution / active EE | $30,000 | $5,287+467.4% | $4,934+508.0% | $4,661+543.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,102 | $15,053+33.5% | $13,006+54.6% | $13,398+50.0% |