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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 | $253,641 | $110,801+128.9% | $86,615+192.8% | $167,536+51.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 71.6%+20.7pp | 82.1%+10.2pp |
| Annual return | 32.39% | 116.96%-84.6pp | 63.51%-31.1pp | 478.82%-446.4pp |
| Employer contribution / active EE | $20,155 | $3,245+521.2% | $2,496+707.6% | $4,839+316.5% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18,832 | $8,417+123.7% | $5,830+223.0% | $12,315+52.9% |