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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 | $1,055,285 | $100,139+953.8% | $85,187+1138.8% | $145,884+623.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 71.41% | 84.15%-12.7pp | 66.67%+4.7pp | 551.85%-480.4pp |
| Employer contribution / active EE | $2,554 | $3,238-21.1% | $2,732-6.5% | $4,662-45.2% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,382 | $7,262+153.1% | $6,162+198.3% | $13,392+37.3% |