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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 | $453,908 | $102,429+343.1% | $147,096+208.6% | $80,925+460.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.57% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $21,563 | $3,716+480.3% | $4,936+336.9% | $2,756+682.3% |
| Participant deferral / active EE | $1,101 | $6,649-83.4% | $8,071-86.4% | $4,299-74.4% |
| Admin fee / account holder | $7,338 | $7,957-7.8% | $13,005-43.6% | $6,940+5.7% |