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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 | $354,284 | $112,933+213.7% | $90,970+289.5% | $158,982+122.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.76% | 215.82%-198.1pp | 134.60%-116.8pp | 302.99%-285.2pp |
| Employer contribution / active EE | $16,305 | $2,893+463.5% | $2,122+668.4% | $4,763+242.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,821 | $8,047-64.9% | $5,961-52.7% | $11,252-74.9% |