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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 | $648,056 | $106,905+506.2% | $84,020+671.3% | $152,885+323.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.74% | 105.00%-83.3pp | 71.31%-49.6pp | 345.39%-323.6pp |
| Employer contribution / active EE | $24,576 | $2,735+798.7% | $1,984+1139.0% | $4,763+416.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,224 | $8,287-12.8% | $6,101+18.4% | $11,598-37.7% |