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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 | $662,527 | $109,411+505.5% | $89,435+640.8% | $158,982+316.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.81% | 345.68%-337.9pp | 245.55%-237.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $41,768 | $3,173+1216.5% | $2,587+1514.5% | $4,763+777.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,688 | $6,159-40.1% | $4,884-24.5% | $11,252-67.2% |