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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 | $302,311 | $135,645+122.9% | $110,243+174.2% | $135,380+123.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 46.62% | 513.24%-466.6pp | 314.76%-268.1pp | 519.81%-473.2pp |
| Employer contribution / active EE | $7,914 | $4,907+61.3% | $3,827+106.8% | $4,779+65.6% |
| Participant deferral / active EE | $1,526 | $5,507-72.3% | $4,672-67.3% | $5,609-72.8% |
| Admin fee / account holder | $5,100 | $11,458-55.5% | $8,548-40.3% | $10,828-52.9% |