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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 | $373,289 | $76,608+387.3% | $56,077+565.7% | $145,877+155.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.84% | 3009.59%-3000.7pp | 1709.28%-1700.4pp | 551.28%-542.4pp |
| Employer contribution / active EE | $11,183 | $1,382+709.4% | $1,040+975.0% | $4,663+139.8% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19,314 | $3,325+480.9% | $2,825+583.7% | $13,402+44.1% |