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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 | $505,288 | $110,093+359.0% | $97,295+419.3% | $145,897+246.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.77% | 244.76%-221.0pp | 75.62%-51.8pp | 552.29%-528.5pp |
| Employer contribution / active EE | $10,410 | $3,077+238.3% | $2,723+282.3% | $4,663+123.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,448 | $6,212-28.4% | $5,646-21.2% | $13,390-66.8% |