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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 | $468,988 | $111,535+320.5% | $105,223+345.7% | $137,256+241.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 31.45% | 237.85%-206.4pp | 180.65%-149.2pp | 220.34%-188.9pp |
| Employer contribution / active EE | $49,854 | $3,939+1165.5% | $3,689+1251.6% | $4,156+1099.6% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,381 | $9,721-65.2% | $8,859-61.8% | $12,270-72.4% |