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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 | $411,208 | $168,636+143.8% | $147,618+178.6% | $125,388+227.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.62% | 77.65%-77.0pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $21,185 | $6,252+238.8% | $5,565+280.7% | $4,866+335.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,002 | $13,580-85.3% | $11,612-82.8% | $9,541-79.0% |