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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 | $751,068 | $137,414+446.6% | $189,537+296.3% | $85,847+774.9% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.34%-555.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $34,172 | $4,344+686.6% | $6,161+454.7% | $2,565+1232.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,867 | $8,630+2.7% | $12,048-26.4% | $6,261+41.6% |