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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 | $884,733 | $106,923+727.4% | $84,023+953.0% | $152,909+478.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.14% | 105.02%-84.9pp | 71.32%-51.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $13,333 | $2,735+387.4% | $1,984+572.1% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,634 | $8,289+40.4% | $6,102+90.7% | $11,601+0.3% |