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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 | $641,983 | $111,830+474.1% | $93,696+585.2% | $145,884+340.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.99% | 204.08%-191.1pp | 133.74%-120.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $13,485 | $3,093+336.0% | $2,422+456.8% | $4,662+189.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,691 | $10,249-83.5% | $8,287-79.6% | $13,392-87.4% |