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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 | $508,758 | $114,119+345.8% | $107,187+374.6% | $138,895+266.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.16% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $14,115 | $4,059+247.8% | $3,782+273.2% | $4,194+236.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $51,262 | $10,024+411.4% | $9,162+459.5% | $12,562+308.1% |