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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 | $473,574 | $102,595+361.6% | $94,057+403.5% | $154,746+206.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.49% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $4,120 | $3,147+30.9% | $2,933+40.4% | $4,379-5.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,539 | $7,736-80.1% | $7,244-78.8% | $14,365-89.3% |