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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 | $311,242 | $60,139+417.5% | $90,461+244.1% | $79,856+289.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.00% | 71.96%-57.0pp | 1294.76%-1279.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $15,560 | $2,069+652.1% | $3,264+376.7% | $2,471+529.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $33,646 | $3,978+745.8% | $5,617+499.0% | $5,306+534.1% |