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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 | $316,457 | $76,634+312.9% | $56,054+464.6% | $145,978+116.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.88% | 3004.33%-2995.5pp | 1705.95%-1697.1pp | 550.52%-541.6pp |
| Employer contribution / active EE | $9,976 | $1,380+622.8% | $1,039+860.2% | $4,662+114.0% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,777 | $3,321+224.5% | $2,822+281.8% | $13,400-19.6% |