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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 | $268,636 | $100,895+166.3% | $90,430+197.1% | $158,950+69.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.56% | 1725.54%-1712.0pp | 1293.73%-1280.2pp | 302.91%-289.3pp |
| Employer contribution / active EE | $17,802 | $3,689+382.6% | $3,262+445.8% | $4,762+273.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,006 | $6,505-69.2% | $5,613-64.3% | $11,248-82.2% |