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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 | $294,331 | $100,938+191.6% | $90,461+225.4% | $158,982+85.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.05% | 1727.20%-1713.2pp | 1294.76%-1280.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $3,750 | $3,691+1.6% | $3,264+14.9% | $4,763-21.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,984 | $6,510-69.5% | $5,617-64.7% | $11,252-82.4% |