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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 | $259,860 | $112,935+130.1% | $90,970+185.7% | $158,966+63.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.66% | 215.79%-205.1pp | 134.58%-123.9pp | 302.95%-292.3pp |
| Employer contribution / active EE | $12,000 | $2,895+314.6% | $2,122+465.4% | $4,762+152.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $58,982 | $8,045+633.1% | $5,960+889.6% | $11,250+424.3% |