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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 | $396,793 | $90,617+337.9% | $79,476+399.3% | $135,382+193.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.35% | 977.57%-973.2pp | 718.21%-713.9pp | 519.77%-515.4pp |
| Employer contribution / active EE | $12,482 | $3,068+306.9% | $2,800+345.7% | $4,779+161.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,623 | $5,907+29.0% | $5,113+49.1% | $10,829-29.6% |