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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 | $258,329 | $155,840+65.8% | $124,694+107.2% | $167,553+54.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.98% | 17.98%-5.0pp | 5144.82%-5131.8pp | 478.89%-465.9pp |
| Employer contribution / active EE | $10,044 | $4,165+141.2% | $3,325+202.1% | $4,840+107.5% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,430 | $9,536+9.4% | $7,495+39.2% | $12,316-15.3% |