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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 | $386,771 | $100,060+286.5% | $149,721+158.3% | $70,126+451.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 26.88% | 27.46%-0.6pp | 1501.67%-1474.8pp | 73.15%-46.3pp |
| Employer contribution / active EE | $22,717 | $3,661+520.5% | $5,444+317.3% | $2,343+869.8% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,812 | $8,285-29.8% | $11,282-48.5% | $4,645+25.1% |