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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 | $274,878 | $171,492+60.3% | $150,734+82.4% | $198,609+38.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.98% | 804.70%-791.7pp | 600.81%-587.8pp | 202.70%-189.7pp |
| Employer contribution / active EE | $22,019 | $5,470+302.5% | $4,918+347.7% | $5,055+335.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,981 | $17,628-83.1% | $14,905-80.0% | $19,030-84.3% |