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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 | $981,024 | $96,123+920.6% | $77,361+1168.1% | $198,609+393.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 10.35% | 2054.81%-2044.5pp | 1011.54%-1001.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $872 | $3,791-77.0% | $2,990-70.8% | $5,055-82.7% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $32,843 | $9,471+246.8% | $5,894+457.3% | $19,030+72.6% |