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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 | $351,986 | $111,787+214.9% | $93,681+275.7% | $145,978+141.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.67% | 203.52%-182.8pp | 133.47%-112.8pp | 550.52%-529.8pp |
| Employer contribution / active EE | $4,375 | $3,093+41.4% | $2,422+80.6% | $4,662-6.2% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,231 | $10,256-88.0% | $8,290-85.2% | $13,400-90.8% |