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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 | $619,211 | $106,003+484.1% | $92,236+571.3% | $147,585+319.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.12% | 50.05%-38.9pp | 176.29%-165.2pp | 578.57%-567.5pp |
| Employer contribution / active EE | $13,000 | $4,333+200.0% | $3,679+253.3% | $4,876+166.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,173 | $6,333-34.1% | $5,194-19.7% | $10,885-61.7% |