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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 | $254,916 | $109,863+132.0% | $98,477+158.9% | $167,518+52.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.54% | 1958.09%-1943.6pp | 1493.59%-1479.0pp | 478.71%-464.2pp |
| Employer contribution / active EE | $4,000 | $3,225+24.0% | $2,961+35.1% | $4,838-17.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,356 | $6,755-65.1% | $5,951-60.4% | $12,312-80.9% |