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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 | $466,928 | $70,366+563.6% | $66,674+600.3% | $138,895+236.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 27.28% | 386.41%-359.1pp | 321.24%-294.0pp | 145.39%-118.1pp |
| Employer contribution / active EE | $10,000 | $2,765+261.7% | $2,620+281.7% | $4,194+138.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,862 | $5,262+87.4% | $5,098+93.5% | $12,562-21.5% |