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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 | $694,202 | $208,088+233.6% | $186,193+272.8% | $154,746+348.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.19% | 89.97%-78.8pp | 78.03%-66.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $31,000 | $4,340+614.3% | $3,918+691.2% | $4,379+607.9% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,875 | $11,698-41.2% | $11,058-37.8% | $14,365-52.1% |