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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 | $108,701+139.1% | $74,723+247.9% | $152,909+70.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 14.73% | 114.12%-99.4pp | 753.18%-738.4pp | 345.46%-330.7pp |
| Employer contribution / active EE | $14,257 | $1,504+847.8% | $1,084+1215.0% | $4,764+199.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,677 | $4,906+56.5% | $3,335+130.2% | $11,601-33.8% |