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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 | $265,154 | $106,551+148.9% | $91,225+190.7% | $134,532+97.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 1.73% | 160.78%-159.0pp | 114.12%-112.4pp | 418.27%-416.5pp |
| Employer contribution / active EE | $18,795 | $3,331+464.2% | $2,851+559.3% | $4,741+296.4% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,078 | $6,234+29.6% | $5,422+49.0% | $11,429-29.3% |