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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 | $435,935 | $102,393+325.7% | $147,041+196.5% | $80,911+438.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 48.37% | 134.95%-86.6pp | 419.21%-370.8pp | 35.63%+12.7pp |
| Employer contribution / active EE | $8,929 | $3,715+140.3% | $4,935+80.9% | $2,756+224.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,821 | $7,943-14.1% | $13,006-47.6% | $6,935-1.6% |