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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 | $102,385+325.8% | $147,080+196.4% | $80,935+438.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 48.37% | 135.09%-86.7pp | 420.17%-371.8pp | 35.66%+12.7pp |
| Employer contribution / active EE | $8,929 | $3,717+140.2% | $4,933+81.0% | $2,757+223.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,821 | $7,951-14.2% | $12,989-47.5% | $6,924-1.5% |