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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 | $259,956 | $108,685+139.2% | $74,719+247.9% | $152,885+70.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 14.73% | 114.09%-99.4pp | 753.05%-738.3pp | 345.39%-330.7pp |
| Employer contribution / active EE | $14,257 | $1,504+848.0% | $1,084+1215.1% | $4,763+199.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,677 | $4,905+56.5% | $3,334+130.2% | $11,598-33.8% |