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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 | $993,685 | $96,691+927.7% | $86,656+1046.7% | $139,487+612.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.86% | 106.87%-96.0pp | 593.09%-582.2pp | 373.84%-363.0pp |
| Employer contribution / active EE | $43,481 | $3,267+1231.0% | $3,025+1337.2% | $4,755+814.5% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,043 | $6,414-21.4% | $5,619-10.3% | $11,407-55.8% |