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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 | $347,754 | $96,678+259.7% | $86,640+301.4% | $139,466+149.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.74% | 106.69%-85.9pp | 592.52%-571.8pp | 373.66%-352.9pp |
| Employer contribution / active EE | $3,508 | $3,265+7.4% | $3,024+16.0% | $4,754-26.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,700 | $6,410+51.3% | $5,616+72.7% | $11,409-15.0% |