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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 | $471,146 | $176,688+166.7% | $130,660+260.6% | $152,885+208.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.08% | 2693.08%-2671.0pp | 1709.29%-1687.2pp | 345.39%-323.3pp |
| Employer contribution / active EE | $3,201 | $5,743-44.3% | $4,092-21.8% | $4,763-32.8% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,174 | $7,131+140.8% | $5,463+214.4% | $11,598+48.1% |