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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 | $374,305 | $154,754+141.9% | $124,206+201.4% | $138,895+169.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.87% | 709.28%-698.4pp | 515.27%-504.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $34,929 | $4,446+685.6% | $3,540+886.6% | $4,194+732.8% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,860 | $6,690-57.2% | $5,929-51.8% | $12,562-77.2% |