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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 | $423,724 | $111,878+278.7% | $93,727+352.1% | $145,897+190.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.73% | 204.28%-192.5pp | 133.83%-122.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $11,344 | $3,092+266.9% | $2,421+368.5% | $4,663+143.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,787 | $10,256+63.7% | $8,292+102.5% | $13,390+25.4% |