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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 | $301,616 | $72,071+318.5% | $68,368+341.2% | $137,256+119.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.27% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $8,034 | $2,788+188.2% | $2,649+203.3% | $4,156+93.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,807 | $5,336+177.5% | $5,150+187.5% | $12,270+20.7% |