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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 | $125,184+262.9% | $105,607+330.1% | $145,884+211.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 225.00%-213.1pp | 116.11%-104.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $47,115 | $3,720+1166.6% | $3,167+1387.7% | $4,662+910.5% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $64,950 | $17,133+279.1% | $10,958+492.7% | $13,392+385.0% |