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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 | $689,725 | $106,001+550.7% | $92,235+647.8% | $147,585+367.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.57% | 50.05%-34.5pp | 176.28%-160.7pp | 578.56%-563.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $438 | $4,478-90.2% | $3,897-88.8% | $5,439-92.0% |
| Admin fee / account holder | $28,994 | $6,332+357.9% | $5,194+458.2% | $10,885+166.4% |