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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 | $295,685 | $96,678+205.8% | $86,640+241.3% | $139,466+112.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 54.15% | 106.69%-52.5pp | 592.52%-538.4pp | 373.66%-319.5pp |
| Employer contribution / active EE | $3,459 | $3,265+5.9% | $3,024+14.4% | $4,754-27.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $66,800 | $6,410+942.1% | $5,616+1089.5% | $11,409+485.5% |