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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 | $743,281 | $99,079+650.2% | $78,002+852.9% | $273,972+171.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.20% | 217.93%-212.7pp | 425.99%-420.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $24,950 | $3,308+654.3% | $2,470+910.0% | $4,869+412.5% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36,093 | $8,954+303.1% | $5,481+558.5% | $10,133+256.2% |