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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 | $319,425 | $70,121+355.5% | $63,803+400.6% | $138,895+130.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.63% | 946.48%-931.9pp | 543.72%-529.1pp | 145.39%-130.8pp |
| Employer contribution / active EE | $39,387 | $2,882+1266.6% | $2,532+1455.4% | $4,194+839.1% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,652 | $6,738-16.1% | $5,196+8.8% | $12,562-55.0% |