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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 | $498,334 | $52,279+853.2% | $89,414+457.3% | $79,852+524.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 20.29% | 22.16%-1.9pp | 245.50%-225.2pp | 31.72%-11.4pp |
| Employer contribution / active EE | $13,723 | $1,572+773.2% | $2,586+430.6% | $2,471+455.3% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,254 | $3,356+205.5% | $4,883+110.0% | $5,306+93.3% |