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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 | $272,687 | $99,079+175.2% | $78,002+249.6% | $273,972-0.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.86% | 217.93%-209.1pp | 425.99%-417.1pp | 41.46%-32.6pp |
| Employer contribution / active EE | $6,651 | $3,308+101.1% | $2,470+169.3% | $4,869+36.6% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,274 | $8,954-85.8% | $5,481-76.7% | $10,133-87.4% |