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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 | $285,877 | $65,440+336.9% | $98,506+190.2% | $85,851+233.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 35.32% | 21.75%+13.6pp | 1494.92%-1459.6pp | 318.63%-283.3pp |
| Employer contribution / active EE | $20,902 | $2,169+863.6% | $2,961+605.8% | $2,565+714.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,287 | $4,596+15.0% | $5,955-11.2% | $6,261-15.6% |