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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 | $458,082 | $132,634+245.4% | $115,768+295.7% | $137,256+233.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.63% | 160.70%-149.1pp | 100.46%-88.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $38,493 | $3,360+1045.8% | $2,940+1209.4% | $4,156+826.2% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40,284 | $15,028+168.1% | $12,439+223.8% | $12,270+228.3% |