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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 | $346,941 | $126,519+174.2% | $106,201+226.7% | $145,959+137.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.94% | 225.10%-214.2pp | 116.26%-105.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $14,155 | $3,726+279.9% | $3,170+346.6% | $4,661+203.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $39,493 | $17,312+128.1% | $11,039+257.7% | $13,398+194.8% |