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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 | $337,278 | $90,691+271.9% | $76,119+343.1% | $145,884+131.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 624.52%-613.0pp | 361.25%-349.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $10,714 | $3,329+221.9% | $2,693+297.9% | $4,662+129.8% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,621 | $8,383+86.3% | $6,421+143.3% | $13,392+16.6% |