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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 | $528,003 | $142,426+270.7% | $115,167+358.5% | $152,909+245.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 22.46% | 41.48%-19.0pp | 35.60%-13.1pp | 345.46%-323.0pp |
| Employer contribution / active EE | $17,350 | $4,011+332.6% | $3,179+445.7% | $4,764+264.2% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,146 | $8,464+173.5% | $7,089+226.5% | $11,601+99.5% |