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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 | $285,257 | $106,918+166.8% | $84,021+239.5% | $152,897+86.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.73% | 105.01%-80.3pp | 71.32%-46.6pp | 345.43%-320.7pp |
| Employer contribution / active EE | $6,405 | $2,735+134.2% | $1,984+222.9% | $4,764+34.5% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,076 | $8,288+21.6% | $6,102+65.1% | $11,599-13.1% |