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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 | $348,677 | $167,030+108.8% | $135,768+156.8% | $155,188+124.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 15.87% | 678.39%-662.5pp | 526.10%-510.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $19,731 | $4,132+377.5% | $3,394+481.4% | $4,248+364.5% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,157 | $8,172-85.8% | $7,048-83.6% | $14,480-92.0% |