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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 | $260,200 | $96,123+170.7% | $77,361+236.3% | $198,609+31.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.63% | 2054.81%-2042.2pp | 1011.54%-998.9pp | 202.70%-190.1pp |
| Employer contribution / active EE | $13,773 | $3,791+263.3% | $2,990+360.6% | $5,055+172.4% |
| Participant deferral / active EE | $365 | $4,975-92.7% | $3,911-90.7% | $6,977-94.8% |
| Admin fee / account holder | $1,995 | $9,471-78.9% | $5,894-66.1% | $19,030-89.5% |