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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 | $640,675 | $102,382+525.8% | $147,005+335.8% | $80,874+692.2% |
| Participation rate | 92.2% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 14.76% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $20,808 | $3,715+460.1% | $4,934+321.7% | $2,756+655.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $90,052 | $7,942+1033.8% | $13,006+592.4% | $6,935+1198.5% |