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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 | $317,831 | $106,008+199.8% | $92,240+244.6% | $147,586+115.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 37.55% | 50.05%-12.5pp | 176.29%-138.7pp | 578.59%-541.0pp |
| Employer contribution / active EE | $38,000 | $4,333+776.9% | $3,680+932.7% | $4,876+679.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,000 | $6,333-21.0% | $5,194-3.7% | $10,886-54.1% |