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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 | $366,414 | $88,815+312.6% | $81,882+347.5% | $145,897+151.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.87% | 1033.75%-1022.9pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $9,375 | $3,086+203.8% | $2,916+221.5% | $4,663+101.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $28,127 | $8,434+233.5% | $7,360+282.2% | $13,390+110.1% |