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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 | $522,523 | $110,801+371.6% | $86,615+503.3% | $167,536+211.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.03% | 116.96%-108.9pp | 63.51%-55.5pp | 478.82%-470.8pp |
| Employer contribution / active EE | $14,086 | $3,245+334.1% | $2,496+464.4% | $4,839+191.1% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,298 | $8,417-1.4% | $5,830+42.3% | $12,315-32.6% |