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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 | $528,878 | $148,629+255.8% | $135,982+288.9% | $139,487+279.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.87% | 79.33%-64.5pp | 68.32%-53.5pp | 373.84%-359.0pp |
| Employer contribution / active EE | $31,121 | $5,247+493.2% | $4,859+540.5% | $4,755+554.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,730 | $12,406-61.9% | $10,767-56.1% | $11,407-58.5% |