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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 | $599,648 | $110,801+441.2% | $86,615+592.3% | $167,536+257.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 11.69% | 116.96%-105.3pp | 63.51%-51.8pp | 478.82%-467.1pp |
| Employer contribution / active EE | $44,076 | $3,245+1258.4% | $2,496+1666.1% | $4,839+810.8% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,184 | $8,417-2.8% | $5,830+40.4% | $12,315-33.5% |