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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 | $356,083 | $156,927+126.9% | $121,169+193.9% | $139,456+155.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 1475.85%-1463.0pp | 986.71%-973.9pp | 373.45%-360.6pp |
| Employer contribution / active EE | $19,800 | $5,542+257.3% | $4,168+375.1% | $4,753+316.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,553 | $6,946-63.3% | $5,645-54.8% | $11,407-77.6% |