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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 | $928,491 | $111,785+730.6% | $93,669+891.3% | $145,877+536.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.56% | 203.79%-192.2pp | 133.59%-122.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,558 | $3,096-17.4% | $2,424+5.6% | $4,663-45.1% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,083 | $10,256-79.7% | $8,291-74.9% | $13,402-84.5% |