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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 | $439,498 | $111,830+293.0% | $93,696+369.1% | $145,884+201.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.60% | 204.08%-175.5pp | 133.74%-105.1pp | 551.85%-523.3pp |
| Employer contribution / active EE | $18,353 | $3,093+493.4% | $2,422+657.8% | $4,662+293.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,414 | $10,249+69.9% | $8,287+110.1% | $13,392+30.0% |