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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 | $604,396 | $135,645+345.6% | $110,243+448.2% | $135,379+346.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.13% | 513.24%-511.1pp | 314.76%-312.6pp | 519.79%-517.7pp |
| Employer contribution / active EE | $9,674 | $4,907+97.2% | $3,827+152.8% | $4,779+102.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,965 | $11,458-65.4% | $8,548-53.6% | $10,828-63.4% |