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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 | $382,616 | $99,011+286.4% | $86,582+341.9% | $147,586+159.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.51% | 1312.75%-1294.2pp | 965.08%-946.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $8,000 | $3,132+155.4% | $2,839+181.7% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $101,576 | $5,709+1679.3% | $4,904+1971.2% | $10,886+833.1% |