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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 | $261,130 | $96,691+170.1% | $86,656+201.3% | $139,487+87.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.13% | 106.87%-92.7pp | 593.09%-579.0pp | 373.84%-359.7pp |
| Employer contribution / active EE | $4,286 | $3,267+31.2% | $3,025+41.7% | $4,755-9.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,626 | $6,414+128.0% | $5,619+160.3% | $11,407+28.2% |