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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 | $451,259 | $142,354+217.0% | $125,529+259.5% | $155,188+190.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 7.63% | 306.06%-298.4pp | 202.56%-194.9pp | 148.84%-141.2pp |
| Employer contribution / active EE | $11,022 | $3,501+214.8% | $3,058+260.5% | $4,248+159.5% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $82,944 | $19,392+327.7% | $16,298+408.9% | $14,480+472.8% |