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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 | $257,600 | $99,009+160.2% | $86,581+197.5% | $147,585+74.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.04% | 1312.70%-1301.7pp | 965.06%-954.0pp | 578.58%-567.5pp |
| Employer contribution / active EE | $6,588 | $3,132+110.3% | $2,840+132.0% | $4,876+35.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,381 | $5,709-40.8% | $4,904-31.1% | $10,886-68.9% |