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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 | $503,073 | $46,360+985.1% | $147,617+240.8% | $52,331+861.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.27% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $43,471 | $2,126+1944.6% | $5,564+681.2% | $1,882+2210.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $32,415 | $766+4132.9% | $11,612+179.2% | $592+5379.2% |