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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 | $454,231 | $125,193+262.8% | $105,591+330.2% | $145,978+211.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 225.53%-213.6pp | 116.43%-104.5pp | 550.52%-538.6pp |
| Employer contribution / active EE | $47,115 | $3,718+1167.1% | $3,166+1388.1% | $4,662+910.6% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $64,950 | $17,277+275.9% | $11,024+489.2% | $13,400+384.7% |