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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 | $713,315 | $109,372+552.2% | $89,414+697.8% | $158,966+348.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.46% | 345.55%-338.1pp | 245.50%-238.0pp | 302.95%-295.5pp |
| Employer contribution / active EE | $20,000 | $3,171+530.6% | $2,586+673.3% | $4,762+320.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,388 | $6,156-12.5% | $4,883+10.3% | $11,250-52.1% |