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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 | $529,253 | $90,530+484.6% | $76,030+596.1% | $145,897+262.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.33% | 625.08%-610.7pp | 361.54%-347.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $15,719 | $3,319+373.5% | $2,688+484.9% | $4,663+237.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $49,363 | $8,383+488.8% | $6,421+668.8% | $13,390+268.6% |