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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 | $497,622 | $132,634+275.2% | $115,768+329.8% | $137,256+262.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.92% | 160.70%-150.8pp | 100.46%-90.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $14,286 | $3,360+325.2% | $2,940+385.9% | $4,156+243.7% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40,160 | $15,028+167.2% | $12,439+222.8% | $12,270+227.3% |