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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 | $340,475 | $106,008+221.2% | $92,240+269.1% | $147,586+130.7% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 18.59% | 50.05%-31.5pp | 176.29%-157.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $25,572 | $4,333+490.1% | $3,680+594.9% | $4,876+424.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,155 | $6,333+234.0% | $5,194+307.3% | $10,886+94.3% |