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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 | $411,515 | $121,656+238.3% | $104,614+293.4% | $158,950+158.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 4.54% | 465.51%-461.0pp | 340.56%-336.0pp | 302.91%-298.4pp |
| Employer contribution / active EE | $36,185 | $3,164+1043.5% | $2,681+1249.6% | $4,762+659.9% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,591 | $7,775-28.1% | $6,464-13.5% | $11,248-50.3% |