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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 | $407,008 | $111,785+264.1% | $93,669+334.5% | $145,877+179.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.45% | 203.79%-192.3pp | 133.59%-122.1pp | 551.28%-539.8pp |
| Employer contribution / active EE | $7,931 | $3,096+156.2% | $2,424+227.2% | $4,663+70.1% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,626 | $10,256-54.9% | $8,291-44.2% | $13,402-65.5% |