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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 | $381,853 | $90,691+321.0% | $76,119+401.7% | $145,884+161.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.46% | 624.52%-614.1pp | 361.25%-350.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,250 | $3,329+57.7% | $2,693+95.0% | $4,662+12.6% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,868 | $8,383-65.8% | $6,421-55.3% | $13,392-78.6% |