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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 | $260,504 | $134,817+93.2% | $123,973+110.1% | $155,188+67.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.61% | 515.49%-504.9pp | 388.13%-377.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $21,465 | $4,425+385.1% | $4,126+420.3% | $4,248+405.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,673 | $13,245-79.8% | $11,799-77.3% | $14,480-81.5% |