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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 | $345,277 | $60,119+474.3% | $90,414+281.9% | $79,860+332.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 37.25% | 71.94%-34.7pp | 1293.19%-1255.9pp | 31.72%+5.5pp |
| Employer contribution / active EE | $7,945 | $2,068+284.2% | $3,262+143.5% | $2,471+221.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,788 | $3,976+146.2% | $5,611+74.4% | $5,306+84.4% |