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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 | $380,419 | $150,435+152.9% | $120,580+215.5% | $145,897+160.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.18% | 154.60%-141.4pp | 107.48%-94.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,504 | $4,352-19.5% | $3,469+1.0% | $4,663-24.9% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,269 | $12,182+17.1% | $9,418+51.5% | $13,390+6.6% |