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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 | $444,160 | $156,970+183.0% | $121,210+266.4% | $139,487+218.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 1477.10%-1465.9pp | 987.41%-976.3pp | 373.84%-362.7pp |
| Employer contribution / active EE | $12,500 | $5,546+125.4% | $4,171+199.7% | $4,755+162.9% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,900 | $6,947+28.1% | $5,647+57.6% | $11,407-22.0% |